Hampton Park Financial Planners

Overview

Hampton Park Financial Planners is an independent RIA focused on serving individual and family clients with financial planning and portfolio management. The firm provides fee-based services including percentage-of-AUM billing alongside hourly and fixed-fee engagements. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm identifies as an active ESG investor and operates under an owner-type classified as an individual. Investment activity centers on equity exposure delivered through exchange-traded instruments; the firm’s filings indicate a clear preference for equities as the primary allocation. Hampton Park does not act as a capital allocator running proprietary alternative funds; instead it sources third-party managers for certain alternative exposures. Industry relationships include affiliations with other investment advisers and accounting professionals to support planning and reporting needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices