A complete list of active advisors currently associated with Hampton Park Financial Planners
Warmer can help you find a great advisor at Hampton Park Financial Planners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hampton Park Financial Planners, 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 |
|---|---|---|
Charleston, SC
| 0
| |
Charleston, SC
| 3
|
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