Brent Hamilton
WBH Financial Services, LLC · Lake Oswego, Oregon
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.
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Specialties
Facts
| Firm | WBH Financial Services, LLC |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $31.7M across 46 accounts |
| Credentials | CDFA · CFP · EA · MS |
| Firm size | 2 employees |
| Website | wbhfinancialservices.com |
How Brent's firm compares
- WBH Financial Services, LLC's average account is about $688,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Brent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- WBH Financial Services, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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