Hamilton Financial Planning LLC

Overview

Hamilton Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its client focus is households and families, and the firm provides financial planning and discretionary portfolio management for individuals and small businesses. Compensation structures include a percentage-of-AUM fee, hourly engagements, and fixed-fee arrangements. The firm also engages in other financial product sales activities. Hamilton does not self-identify as an active ESG investor and is not set up as a multistate adviser or pension consultant. The firm appears to operate as a traditional adviser serving retail clients rather than as a capital allocator or institutional consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices