Hamilton Financial Planning LLC
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About
Hamilton Financial Planning LLC serves individual investors, high‑net‑worth clients, and small businesses, offering wealth management, financial planning, tax preparation/representation, and recommendations for third‑party money managers. Clients may engage the firm for discretionary portfolio management, standalone financial planning, or oversight of held‑away retirement and HSA accounts.
The firm applies fundamental analysis and modern portfolio theory to build customized asset‑allocation plans, conducts quarterly and event‑driven reviews, and typically operates with discretionary trading authority to implement agreed strategies. It also uses order‑management tools to manage held‑away retirement assets with a focus on tax‑efficient asset location and opportunistic rebalancing.
Hamilton Financial Planning is a small supported practice led by a managing member/CCO and a second advisor, and it integrates tax services into its advisory offering—including tax preparation, filing, and IRS representation—which is not common among peers. The firm discloses additional business activities (rental real‑estate interests) and that it may receive fee‑sharing from third‑party managers, matters clients should consider when evaluating conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial Planning flat fee of $3,000; Tax services flat fees ranging from $50 to $3,000 depending on complexity.
$0 - $749,999.99: 0.85% annually $750,000 - $1,499,999.99: 0.65% annually $1,500,000+: 0.30% annually
Financial planning hourly rate of $250/hour; Tax services hourly consulting at $20-$300/hour.
Minimum fee: Minimum quarterly charge of $1,000 (equivalent to a minimum annual fee of $4,000) for Wealth Management Services. Fee-only: Financial Planning Services offered on a fixed fee basis starting at $3,500 and hourly financial planning at $250/hour. Tax services also offered for flat fees or hourly rates.
Main office
1202 Lakeway Drive, Suite 7
Lakeway TX 78734
Advisors at this office
2
Most active in
Florida · Louisiana · South Carolina · Texas
Also doing business as
Hamilton Financial Planning LLC · Hamilton Financial Planning, 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
Advisors at this firm
Trent H
Verified by Warmer
Series 63, Series 65
Lakeway, TX
Hamilton Financial Planning LLC
Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC in Lakeway, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Morgan Stanley before joining his current firm. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, and tax-related services. The firm combines fundamental analysis and modern portfolio theory to create customized asset-allocation plans and commonly operates with discretionary trading authority.
Scott H
CFP®, Series 65
Lakeway, TX
Hamilton Financial Planning LLC
Scott Hamilton is a CFP® with 15 years of experience in financial advising and has been with Hamilton Financial Planning LLC since 2013. He is the managing member of his firm and also serves as president of a real estate investment company. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by offering wealth management, financial planning, tax preparation, and guidance on third-party money managers. The firm uses fundamental analysis and modern portfolio theory to create customized asset-allocation plans and integrates tax services into its advisory offering.
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