Hamilton Financial Planning
Current state-registered adviser offering hourly financial planning and wealth management to individual investors.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | yes |
| fixed project | not verified |
| ongoing planning | not verified |
| investment management | yes |
| management required | no |
Fees and minimums
No fee or minimum information has completed review. This does not mean the firm has no minimum cost.
Identity and eligibility
- Firm ID
- firm_hamilton_financial_planning
- CRD candidate identifier
- 168483
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- no
Profile summary
Hamilton presents hourly financial planning and wealth management as two separate service models. Its site states that securities and advisory services are offered through LPL Financial, so this profile does not label the business fee-only.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Hamilton service models, firm published, checked 2026-08-09
Profile review date: 2026-08-09
Corrections
Signed-in users may submit evidence for review. Submissions cannot directly change this profile.
Submit evidencePrivate shortlist
Save this firm with an optional private note. Saved firms and notes are visible only in your account.