Hamilton Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hamilton Wealth provides discretionary asset management, retirement-plan advisory, and financial planning and consulting to individuals, high-net-worth clients, trusts and business entities. Services explicitly include ongoing portfolio management for individual accounts, limited-scope ERISA plan advisory as a 3(21) fiduciary, and standalone financial planning engagements.
The firm builds portfolios around documented client goals, time horizons and risk tolerances, using fundamental and cyclical analysis and a mix of long- and short-term strategies (including options and margin where appropriate). Clients receive an investment policy statement or similar documentation, may impose written investment restrictions, and financial planning engagements are delivered on a fixed‑fee basis within a defined timeline.
What is noteworthy for a small, recently established adviser is the combination of pension consulting (3(21) ERISA services) and individual portfolio management, along with an affiliated insurance business that can generate commission compensation and is disclosed as a potential conflict of interest. The firm also does not act as a private‑fund adviser and does not vote client proxies, which may matter to clients seeking private‑fund access or delegated proxy voting.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning ranging from $1,000 to $25,000 based on complexity and client needs.
$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% Over $2,000,000+: 0.75%
Investment Advisor Representatives receive commissions on sales of investment-related products such as insurance.
Main office
Westfield IN
Advisors at this office
1
Most active in
Indiana
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:
-
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.
Forms ADV
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")