A complete list of active advisors currently associated with Hampton Financial Services

Warmer can help you find a great advisor at Hampton Financial Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hampton Financial Services, 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
Daniel Rotter profile photo Daniel Rotter
Naperville, IL
24
Warmer team member

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