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Heath Edward Hampton

Advisor at Boldin Advisors — Kathleen, GA

Updated today

Credentials

CFP®, Series 63, Series 65, Series 66

Experience

13 years

Location

Kathleen, GA

Boldin Advisors logo

Boldin Advisors

Team

Total advisors

17

Across 17 offices

Clients per advisor

48 Typical

Avg AUM per client

$0 Very Low

HNW client ratio

63% Very High

About

Heath Hampton is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Boldin Advisors and has previously worked at firms including LPL Financial LLC and Facet Wealth. Outside of financial advising, he serves as a fractional CFO and business operations planner for Family Specialty Care, providing budgeting and forecasting support. Boldin Advisors is a team-based firm offering financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to construct diversified portfolios focused on low-cost index funds and ETFs, and operates as a fee-only adviser without discretionary portfolio management.

Client services

Based on Boldin Advisors

Financial planning

Expertise

Based on Boldin Advisors

General retirement planning Income planning Passive / index investing

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Fee options

Fixed

Fixed engagement fees up to $6,000

Project-based

$300 to $475 per hour

Other

Fee-only: Ongoing engagement fees up to $6,000 annually (negotiable); Hourly fees $300 to $475 per hour; Fixed engagement fees up to $6,000 (negotiable)

Location

See office

Kathleen, GA

Kathleen GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

13 years of industry experience

NewRetirement Advisors LLC d/b/a Boldin Advisors

2026 - Present • 1 year

Kathleen, GA

Origin Investment Advisory

2025 - 2026 • 1 year

Kathleen, GA

Family Specialty Care

2023 - 2026 • 3 years

Kathleen, GA

NDVR

2023 - 2023 • 1 year

Boston, MA

LPL Financial LLC

2021 - 2023 • 2 years

Kathleen, GA

Facet Wealth

2019 - 2021 • 2 years

Baltimore, MD

Self Employed

2010 - 2019 • 9 years

Macon, GA

Wells Fargo Clearing

2009 - 2010 • 1 year

GA

Banc Of America Investment Services, Inc.

2007 - 2009 • 2 years

GA

Truist Investment Services, INC.

2006 - 2007 • 1 year

GA

Fisher Investments

2006 - 2006 • 1 year

Truist Investment Services, INC.

2002 - 2006 • 4 years

GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brantley W

Series 63, Series 65

Bonaire, GA

Income Focus Advisors LLC

Brantley Whitley is the principal and managing member of Income Focus Advisors LLC, an independent advisory firm. He holds Series 63 and Series 65 credentials and has five years of industry experience, along with over a decade of prior work as a sole proprietor. Outside of his advisory role, he maintains an insurance sales practice focused on fixed life insurance products and annuities. Income Focus Advisors LLC provides discretionary asset and portfolio management services primarily to individuals and high-net-worth clients. The firm combines active and passive strategies with a focus on income, emphasizing closed-end funds and using quantitative screening and option strategies to manage portfolios tailored to clients’ goals and risk tolerances.

Active portfolio management Passive / index investing Income planning
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Zachary P

CFA®, Series 65

Perry, GA

Halley Hill Wealth Management LLC

Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Lawrence S

Series 63, Series 65

Perry, GA

Stack Wealth Management, LLC

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding Stack Wealth Management in 2016, he worked in the financial services industry for several years. In addition to his advisory role, he is a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services primarily to high-net-worth individuals and business entities. The firm helps clients establish relationships with third-party investment advisers and supports the onboarding process without exercising discretionary authority or direct portfolio management.

General retirement planning
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Patrick B

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Arrow Investment Advisors, LLC and Grove Point Investments, LLC. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies across multiple asset classes and typically manages accounts on a discretionary basis, utilizing both long-term and short-term approaches.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Marilyn M

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Eric J

CFP®, Series 63

Warner Robins, GA

Jansson Financial Svcs

Eric Jansson is a CFP® with 44 years of industry experience, currently serving as an investment adviser representative at Jansson Financial Services since 1988. He has also worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc since 1990. Outside of his advisory work, he has interests in farming operations in Costa Rica. Jansson Financial Services provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long-term and short-term strategies across a broad range of securities.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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