Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.65% |
| $1.5M+ | 0.30% |
Fees may be negotiable under limited circumstances. Minimum quarterly charge of $1000 may result in fees exceeding 3.0% of assets under management.
Fee Estimator
Contact
Scott Hamilton
Location
1202 Lakeway Drive, Suite 7, Lakeway, TX, 78734
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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.
Learn about disclosures →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
Previous Registrations
Garrett Investment Advisors, LLC
Hamilton Financial Planning, LLC
State Registrations4 states
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
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.