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. They manage assets on a discretionary basis.
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
Location
1202 Lakeway Drive, Suite 7, Lakeway, TX, 78734
