Hamilton Financial Planning is a registered investment advisor founded in 2011, offering personalized wealth management, financial planning, and tax preparation services. The firm focuses heavily on retirement and business planning, helping clients build and preserve wealth. Hamilton Financial Planning creates customized investment portfolios utilizing modern portfolio theory and fundamental analysis, holding client assets securely at Charles Schwab. Clients can engage the firm for ongoing wealth management, standalone financial planning projects, or tax preparation services. The firm emphasizes long-term relationships and places the client's interests first.
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.
