Hamilton Financial Planning LLC
Assets Under Management
$46.7M
Number of Clients
64
Number of Advisors
1
Average Client AUM
$730K
AUM per Advisor
$46.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hamilton Financial Planning LLC offers financial planning and investment advice. Services include wealth management and financial planning, with an emphasis on business and retirement planning. Clients can engage for financial planning, investment management, or both.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $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
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersHigh Net Worth
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Location
1202 Lakeway Drive, Suite 7, Lakeway, TX, 78734
