Joel Hamilton
Glass Lakes Capital Management · Overland Park, Kansas
Joel Hamilton is a fee-only financial advisor at Glass Lakes Capital Management in Overland Park, Kansas, who holds the CFP and CFA credentials. Joel focuses on retirement planning, tax planning and small business owners. Glass Lakes Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glass Lakes Capital Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $178.3M across 360 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in KS, MO, NC, TX · CRD 6017647 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | glasslakesadvisors.com |
| Profile |
How Joel's firm compares
- Glass Lakes Capital Management's average account is about $495,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Joel
Is Joel Hamilton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Glass Lakes Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Glass Lakes Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joel Hamilton based?
Joel Hamilton is based in Overland Park, Kansas.
What does Joel specialize in?
Joel's specialties include retirement planning, tax planning and small business owners. Joel works with retirees.
What credentials does Joel Hamilton hold?
Joel Hamilton holds the CFP and CFA credentials.
Is Joel Hamilton registered with the SEC?
Yes. Joel Hamilton is registered as an investment adviser representative in KS, MO, NC and TX (CRD 6017647), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glass Lakes Capital Management manage?
Glass Lakes Capital Management reports $178.3M across 360 accounts in assets under management.
How do I contact Joel Hamilton?
Through Joel's website, glasslakesadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Glass Lakes Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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