Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.65% |
| $1.5M+ | 0.30% |
Minimum quarterly charge of $1000. Fees may be negotiable under limited circumstances.
Fee Estimator
Wealth management fees are based on a percentage of assets managed, billed quarterly, with a minimum quarterly charge of $1000. This minimum fee may result in a percentage exceeding 3.0% of AUM, which is higher than the industry norm. Financial planning services are offered on a fixed fee basis, starting at $3,500, and may be negotiable. Tax services are offered on a flat fee basis ranging from $50-$3,000 or hourly at $20-$300/hour.
Areas of Practice
Advisor Information
Office location
1202 Lakeway Drive, Suite 7, Lakeway, TX, 78734
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Scott Price HamiltonRegulatory 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
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.