Philip Stuart Hammond Jr.
Advisor at Trendcalc Dynamics — Columbus, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
38 years
Location
Columbus, OH 43215
Trendcalc Dynamics
Independent
Total advisors
1Clients per advisor
70 Very HighAvg AUM per client
$501,429 TypicalHNW client ratio
4% LowPhilip Hammond is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Trendcalc Dynamics in Columbus, OH. His career includes roles at Osaic Wealth, Inc., Securities America Advisors, Inc., and several iterations of Trendcalc Capital Management since 2011. In addition to his advisory work, he has operated as an independent insurance agent since 1990. Trendcalc Dynamics provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, systematic investment process across global and regional equity and fixed-income strategies and is notable for its ERISA 3(38) investment manager role for retirement plans.
Based on Trendcalc Dynamics
Financial planning fixed fee, typically ranging from $0 to $15,000
$0+: Up to 2.00% $0 - $500,000: 2.00% $500,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Subject to Negotiation All Assets+: 1.20% (Unified Managed Accounts) All Accounts+: 0.75% (Third Party Managed Portfolios/Customized Portfolios)
Up to $500 per hour for consulting services
Account minimum: $50,000 Minimum fee: $1.00 minimum monthly asset management fee Fee-only: Financial Planning: Fixed fee $0 to $15,000; Consulting: up to $500/hour
Columbus, OH
21 E. State Street, Suite 200
Columbus OH 43215
Advisors at this office
1
Florida · Ohio
38 years of industry experience
OSAIC
2024 - Present • 2 years
Columbus, OH
Trendcalc Capital Management, LLC
2017 - Present • 9 years
Delaware, OH
Securities America Advisors, Inc.
2017 - 2020 • 3 years
Columbus, OH
TrendCalc Capital Management, LLC
2016 - Present • 10 years
Delaware, OH
Trendency Capital Management, LLC
2011 - 2017 • 6 years
Dublin, OH
Advisory & Retirement Planning, LLC
2009 - 2017 • 8 years
Dublin, OH
SECURITIES AMERICA, inc.
2009 - 2024 • 15 years
Columbus, OH
Independent Insurance Agent
1990 - Present • 36 years
Columbus, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)