Jason Hamilton
KIS Financial Planning, LLC · Santa Ana, California
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.
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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 | $71.2M across 279 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in CA, CO, FL, NY, TX · CRD 6573433 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Jason's firm compares
- KIS Financial Planning, LLC's average account is about $255,000, from its Form ADV (assets managed divided by 279 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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