Trent Hamilton is a registered investment advisor at Hamilton Financial Planning LLC, based in Lakeway, TX, with 1 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 73 clients with $61M in assets under management.
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 are billed quarterly. There is a minimum quarterly fee of $1,000. Fees may be negotiable under limited circumstances.
Fee Estimator
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 →Employment History
Current Registrations
Hamilton Financial Planning LLC
Previous Registrations
Morgan Stanley
Hamilton Financial Planning LLC
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
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