Hampton Park Financial Planning
Assets Under Management
$15.4M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$329K
AUM per Advisor
$15.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hampton Park Financial Planning LLC provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer investment management services, managing tailored investment portfolios based on client goals and risk tolerance. Additionally, they provide retirement plan management and tax preparation services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees are negotiable for accounts over $4,000,001.
Fee Estimator
HPFP is a fee-only firm. For ongoing comprehensive financial planning and investment management, there is an upfront fee of $1,500. Ongoing fees range from $5,000-$9,000 annually for under $1,000,000 in assets under management, or 0.90% annually for over $1,000,000 in assets under management. For ongoing advice-only financial planning, the upfront charge is $1,500, and ongoing fees range from $125 to $5,000 a month. One-time comprehensive financial plans range from $850 to $6,500. Hourly financial planning is offered at $350 per hour. Retirement plan management is charged at 0.50% of assets under management annually. Fees are generally negotiable.
Areas of Practice
Location
SC, United States
