Hampton Park Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hampton Park Financial Planners is a fee-only adviser that provides comprehensive financial planning and discretionary portfolio management to individuals (including high-net-worth clients) and employer retirement plans. The firm operates with a small advisory team—four advisors serving a limited client base—and manages several tens of millions in client assets.
Investment approach blends strategic and tactical asset allocation grounded in modern portfolio theory, using a mix of passive and active vehicles and an offered socially responsible (ESG) strategy that emphasizes diversified, low-cost index funds when suitable. HPFP provides multiple planning engagement types (comprehensive, project-based, ongoing, one-time, and hourly), may employ outside managers and model portfolios, and integrates estate-document facilitation through a third-party technology provider.
Notably, the firm has formal affiliations and relationships that are uncommon among peers: it participates in Altruist LLC’s Model Marketplace (an affiliate of Altruist Financial LLC), the firm’s principal has an outside fee-only planning engagement with another advisory firm, and the organization has a related tax-preparation entity that it commonly cross-refers to clients. These affiliations are disclosed in the brochure as potential conflicts of interest and the firm describes steps to mitigate them while allowing clients to choose service providers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive flat fees from $3,600 to $100,000 annually; One-time financial plan fees from $850 to $10,000; Upfront financial planning/onboarding fee of $1,500.
$0 - $1,000,000: 1.00% Over $1,000,000 - $2,000,000: 0.90% Over $2,000,000 - $3,000,000: 0.80% Over $3,000,000+: Negotiable
Financial planning at $350 per hour, negotiable in some cases; Estate planning services at $350 per hour, negotiable.
Ongoing financial planning fees ranging $125 to $5,000 per month; Workplace Financial Wellness Benefit fees $25 to $75 per employee per month or quarter, negotiable.
Minimum fee: One-time upfront flat fee of $1,500 at commencement; Annual flat fees generally range from $3,600 to $100,000 Fee-only: Fees only; no commissions or third-party compensation accepted.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Nolan R
Series 65
Charleston, SC
Hampton Park Financial Planners
Nolan Robbins is a financial advisor with Hampton Park Financial Planners in Charleston, SC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Hampton Park Financial Planners, Nolan held roles at Clemson University and Williams & Fudge. Hampton Park Financial Planners is a fee-only advisory firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm employs a strategic and tactical asset allocation approach grounded in modern portfolio theory, offering both active and passive investment vehicles alongside a socially responsible strategy.
Grant M
CFP®, Series 65
Charleston, SC
Hampton Park Financial Planners
Grant Maddox is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Hampton Park Financial Planners and also serves as a financial planner at Origin Investment Advisory LLC. His prior work includes five years at DWM Financial Group, Inc. Hampton Park Financial Planners is a fee-only firm offering comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and employer retirement plans. The firm employs a blend of strategic and tactical asset allocation using both passive and active investment vehicles, with an available socially responsible (ESG) strategy.
Stuart P
CFP®, Series 63, Series 65
Charleston, SC
Hampton Park Financial Planners
Stuart Pyne is a CFP® with three years of experience in the financial advisory industry. He is currently with Hampton Park Financial Planners and has held positions at several firms, including South Bay Financial Partners and Charleston Financial Advisors. Outside of finance, Stuart works as a retail sales associate specializing in the spirits industry. Hampton Park Financial Planners is a fee-only firm serving individuals, including high-net-worth clients, and employer retirement plans. The firm uses a blend of strategic and tactical asset allocation with passive and active investments and offers multiple planning engagement types alongside discretionary portfolio management.
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