Hampton Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hampton Financial Services provides investment advisory and financial planning services to individuals, families, trusts, estates, and charitable or business entities. The firm focuses on delivering advice and planning rather than managing or holding client assets and is not affiliated with a broker‑dealer for securities trading.
The firm’s planning process uses a mix of fundamental, technical, and cyclical analysis, generally oriented toward long‑term strategies with occasional short‑term tactics, and clients receive periodic reviews and are encouraged to report changes in their circumstances. Hampton bills financial planning on an hourly basis and does not exercise investment discretion over client accounts.
Notably, the firm accepts commissions for insurance company products, including life insurance and fixed annuities, which introduces an insurance brokerage component alongside its advisory work — an arrangement that is uncommon among similar advisers. Hampton also does not maintain assets under management, does not custody client funds or direct brokerage, and functions primarily as a fee‑for‑advice practice rather than a discretionary asset manager.
Client services
Expertise
Fee options
Receives commissions for insurance products including life insurance and fixed annuities
Hourly fees ranging from $75 to $200 per hour depending on complexity
Fee-only: Hourly fees ranging from $75 up to $200 per hour, negotiable based on complexity
Main office
Naperville IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Hampton Financial Services · Hampton Financial Services, Inc.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)