# Brent Hamilton

> Brent Hamilton is a fee-only financial advisor at WBH Financial Services, LLC in Lake Oswego, Oregon, who holds the CDFA, CFP and EA credentials. Brent charges an ongoing planning fee and a one-time planning fee and focuses on retirement planning, divorce financial planning and tax planning.

Page: https://find.wellspent.co/advisors/brent-hamilton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** WBH Financial Services, LLC
- **Based in:** Lake Oswego, Oregon
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $31.7M across 46 accounts
- **Credentials:** CDFA, CFP, EA, MS
- **Specialties:** Retirement planning, Divorce financial planning, Tax planning, Estate & legacy planning
- **Firm size:** 2 employees
- **Website:** http://wbhfinancialservices.com

## Frequently asked questions

### Is Brent Hamilton a fee-only financial advisor?

Yes. Brent Hamilton is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Brent charge for financial advice?

Brent charges an ongoing planning fee and a one-time planning fee.

### Does Brent work with clients virtually?

Yes. WBH Financial Services, LLC says on its website that it works with clients remotely.

### Where is Brent Hamilton based?

Brent Hamilton is based in Lake Oswego, Oregon.

### What does Brent specialize in?

Brent's specialties include retirement planning, divorce financial planning, tax planning and estate & legacy planning.

### What credentials does Brent Hamilton hold?

Brent Hamilton holds the CDFA, CFP, EA and MS credentials.

### How much does WBH Financial Services, LLC manage?

WBH Financial Services, LLC reports $31.7M across 46 accounts in assets under management.

### How do I contact Brent Hamilton?

Through Brent's website, wbhfinancialservices.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45840): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wbhfinancialservices.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.