A complete list of active advisors currently associated with Hamilton Financial Planning LLC

Warmer can help you find a great advisor at Hamilton Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hamilton Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Hamilton	Lakeway, TX	15
Trent Hamilton	Lakeway, TX	1

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