Hamilton Financial Planning LLC
Hamilton Financial Planning LLC (CRD# 168483) is a financial advisory firm headquartered in Lakeway, TX. They manage $43,969,679 in 201 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts201ACCOUNTS
-
Average Account Value$218,755
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, SC, TX
Financial Advisors at Hamilton Financial Planning LLC
1
Scott Hamilton (CRD# 5960462) is an Investment Advisor Representative working at Hamilton Financial Planning LLC in Lakeway, TX and has over 12 years of experience in the finance industry.
2
Trent Hamilton (CRD# 7803901) is an Investment Advisor Representative working at Hamilton Financial Planning LLC in Lakeway, TX and has 1 year of experience in the finance industry.
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