Scott Price Hamilton
SH
CFP
Scott Price Hamilton
SH
CFP

Scott Price Hamilton

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$730K average
Assets Under Management
$46.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K0.01%
$750K - $1.5M0.01%
$1.5M+0.00%

Minimum quarterly charge of $1000. Fees may be negotiable under limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,000
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Contact

Scott Price Hamilton
SH
Scott Price Hamilton

Location

1202 Lakeway Drive, Suite 7, Lakeway, TX, 78734

Get directions

History

Regulatory History
Clean regulatory record

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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Other Business Activities

Scott is the managing member of Hamilton Financial Planning, LLC, which exists for the purpose of an office lease, dedicating minimal time. Scott is also the president of T-N-T Real Estate Investments, LLC, which owns rental properties, spending about a quarter of his time on related tasks.

Employment History
Current Registrations
Hamilton Financial Planning LLC
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Garrett Investment Advisors, LLC
January 2012 - September 2013 · 1 yr 8 mos
Hamilton Financial Planning, LLC
September 2011 - January 2012 · 4 mos
State Registrations4 states
FLLASCTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Scott Hamilton is a Fee-Only financial planner with offices in Austin, Houston, and Charleston, SC. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Scott Price Hamilton
SH
Contact
Scott Price Hamilton