H2OLS Wealth Management Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
H2OLS Wealth Management Solutions LLC works with individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and state or municipal entities. The firm offers ongoing discretionary portfolio management, one‑time and hourly financial planning, and consulting for employee benefit plans (including 401(k) plans), and advises on a range of investments from mutual funds and fixed income to annuities, ETFs, private placements and venture capital.
The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, employing a mix of charting, cyclical, fundamental, quantitative and technical analysis and using strategies that include long‑term and short‑term trading, margin, short sales and options. It acknowledges ERISA/IRC fiduciary duties for retirement accounts, provides periodic reviews and quarterly custodian reports, and seeks fair allocation of opportunities across client accounts.
Noteworthy for a small independent adviser, the brochure discloses that the principal advisor is also a licensed insurance agent and a registered representative of a broker‑dealer, and that insurance sales may generate commission compensation that the firm documents and discloses as a potential conflict of interest; the firm describes an “open architectural” approach and notes clients may purchase recommended products elsewhere. The firm also emphasizes pension consulting services and access to less‑typical asset types for a firm of this size—venture capital/private placements, precious‑metal ETFs and cryptocurrency—and requires custody at LPL, from which it receives platform support and other non‑transactional benefits.
Client services
Expertise
Fee options
Fixed financial planning fees range from $5,000 to $25,000.
$0 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.60% $2,000,001 - $3,000,000: 1.40% $3,000,001 - $4,000,000: 1.20% $4,000,001 - $5,000,000: 1.00% $5,000,001 - $6,000,000: 0.80% $6,000,001 - $7,000,000: 0.70% $7,000,001 - $8,000,000: 0.65% $8,000,001 - $9,000,000: 0.65% $9,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Thomas Earl Hampton, principal, accepts commissions from insurance product sales, but commissions are not the firm's primary source of income.
Hourly fees for pension consulting and financial planning services range from $500 to $1,000 per hour.
Fee-only: Financial planning fees are available as fixed fees from $5,000 to $25,000 and hourly fees from $500 to $1,000.
Main office
Oneonta AL
Advisors at this office
1
Most active in
Alabama · Texas
Also doing business as
H2 Ols Wealth Management Solutions LLC · H2 Ols Wealth Management Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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