Timothy Hamilton is a CFP-designated registered investment advisor at Financialfamilies, based in Carroll, OH, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
FinancialFamilies does not offer continuous investment management services. However, as part of the financial planning service, they may implement investment recommendations on a non-discretionary basis with your approval and review the positions annually.
Contact
Timothy Hamilton
Location
Carroll, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy volunteers as a Finance Officer for the Civil Air Patrol at Maxwell AFB, handling budgetary duties for the local squadron. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Financialfamilies
Previous Registrations
Capital Analysts, INC
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Summit Financial Strategies INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Prior to founding FinancialFamilies, Tim spent eight years with two nationally-recognized boutique wealth management firms. He established FinancialFamilies with a desire to provide fee-only, fiduciary financial advice to loving families. Generally, families come to FinancialFamilies once they are ready to seriously pursue their own financial betterment through improved financial clarity, structure and discipline. When Tim is not in the office, he enjoys spending time with his own family, pursuing travel, golf, history, piano and basic leisure together.