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, Financial Planning & Coaching, High Net Worth, Retirement Planning. 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 may be negotiable under limited circumstances. Minimum quarterly charge of $1000 may result in fees exceeding 3.0% of assets under management.
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
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