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Richard H

CFP®, Series 63, Series 65

Newport, NC

Facet

Richard Hamilton II is a CFP® professional with nine years of industry experience. He currently works at Facet and previously held roles at Edward Jones and The Vanguard Group Inc. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using technology-driven, model-based asset allocations and a flat subscription fee model rather than percentage-of-assets-under-management fees. The firm serves a wide range of households and integrates comprehensive planning across its multi-advisor platform.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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