# Jason Hamilton

> Jason Hamilton is a fee-only financial advisor at KIS Financial Planning, LLC in Santa Ana, California, who holds the CFP and CRPC credentials. KIS Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** KIS Financial Planning, LLC
- **Based in:** Santa Ana, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $71.2M across 279 accounts
- **Credentials:** CFP, CRPC
- **CRD:** 6573433 (https://adviserinfo.sec.gov/individual/summary/6573433)
- **SEC registration:** Investment adviser representative in CA, CO, FL, NY, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

Yes. Jason Hamilton is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason's firm, KIS Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Hamilton based?

Jason Hamilton is based in Santa Ana, California.

### What credentials does Jason Hamilton hold?

Jason Hamilton holds the CFP and CRPC credentials.

### Is Jason Hamilton registered with the SEC?

Yes. Jason Hamilton is registered as an investment adviser representative in CA, CO, FL, NY and TX (CRD 6573433), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does KIS Financial Planning, LLC manage?

KIS Financial Planning, LLC reports $71.2M across 279 accounts in assets under management.

### How do I contact Jason Hamilton?

Contact details aren't on file yet. Search for KIS Financial Planning, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-hamilton-10933): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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