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
1202 Lakeway Drive, Suite 7, Lakeway, TX 78734
https://www.facebook.com/hamiltonfinancialplanning/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, LA, SC, TX

Financial Advisors at Hamilton Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Hamilton, financial advisor Lakeway TX
Scott P. Hamilton
CRD#: 5960462
1202 Lakeway Drive, Suite 7, Lakeway, TX 78734

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, financial advisor Lakeway TX
Trent Hamilton
CRD#: 7803901
1202 Lakeway Drive, Suite 7, Lakeway, TX 78734

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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