Hampton Park Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hampton Park Financial Planners works with individuals (including high-net-worth clients), as well as businesses and employer-sponsored retirement plans, providing comprehensive financial planning, investment management, retirement plan management, estate-planning facilitation, and workplace financial wellness services. The fee-only firm manages roughly $19.7 million for about 53 clients and operates with a small advisory team of two professionals.
The firm constructs tailored portfolios using a mix of passive and active strategies grounded in modern portfolio theory, combining strategic long-term asset allocation with tactical tilts and offering a dedicated Socially Responsible Investing option that relies primarily on passive ESG funds. HPFP provides both project-based and ongoing planning engagements, acts as a discretionary manager for investment accounts, and emphasizes diversification, tax-aware fund selection, and client-imposed investment restrictions when requested.
HPFP’s brochure discloses several uncommon affiliations: the firm’s principal is contracted as a fee-only planner for another registered adviser (Origin Investment Advisory LLC dba Origin Financial) and is a partial owner of Hampton Park Tax, LLC, a separate tax-preparation and planning business that cross-refers clients—relationships the firm identifies as potential conflicts and describes steps to mitigate. The firm also facilitates estate-document preparation through a third-party technology provider and offers per-employee workplace financial wellness services, a broader set of engagement formats and service integrations than is typical for similarly sized advisory practices.
Client services
Expertise
Occupation focus
Fee options
One Time Comprehensive Financial Plan fixed fee between $850 and $10,000; Workplace Financial Wellness Benefit fee $25 to $75 per employee per month/quarter
Financial planning services at $350 per hour; Estate planning services at $350 per hour
Ongoing Financial Planning fees range from $125 to $5,000 per month, paid monthly or quarterly in advance
Minimum fee: Annual fees range from $3,600 to $100,000 for Comprehensive Financial Planning and Investment Management Fee-only: Fee-only firm compensated solely by professional fees directly from clients; no commissions or third-party compensation received
Main office
Charleston SC
Advisors at this office
3
Most active in
California · South Carolina · Texas
Also doing business as
Hampton Park Financial Planners · Hampton Park Financial Planning · Hampton Park Financial Planning LLC · Hampton Park 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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
Quick links
Advisors at this firm
Paul D
Series 65
Charleston, SC
Hampton Park Financial Planners
Paul Davis is a financial advisor at Hampton Park Financial Planning in Hollywood, South Carolina. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Guangdong-Technion Affiliated International School and Shantou University. Hampton Park Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan advisory, and tax return preparation. The firm combines passive and active investment strategies, offers socially responsible portfolio options, and provides both discretionary management and employer retirement-plan services.
Grant M
CFP®, Series 65
Charleston, SC
Hampton Park Financial Planners
Grant Maddox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hampton Park Financial Planners in Charleston, SC. He previously worked at DWM Financial Group, Inc. and Morrow Retirement Planning. Maddox also provides financial planning services with Origin Investment Advisory LLC d.b.a. Origin Financial. Hampton Park Financial Planners serves individuals, high-net-worth clients, businesses, and employer-sponsored retirement plans with comprehensive financial planning, investment management, and workplace financial wellness services. The firm uses a blend of passive and active strategies based on modern portfolio theory and offers a dedicated Socially Responsible Investing option.
Stuart P
CFP®, Series 63, Series 65
Charleston, SC
Hampton Park Financial Planners
Stuart Pyne is a CFP® professional with three years of industry experience, currently serving at Hampton Park Financial Planners in Charleston, SC. His prior experience includes roles at Family Financial, Charleston Financial Advisors, and South Bay Financial Partners. Outside of financial advising, Pyne is employed as a retail sales associate at Gibby's Bottle Shop, focusing on the spirits industry. Hampton Park Financial Planners is a fee-only firm managing approximately $19.7 million for around 53 clients, including individuals, businesses, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and investment management using a combination of passive and active strategies, with services that include estate-planning facilitation and workplace financial wellness.
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")