# Roy Hamrick

> Roy Hamrick is a fee-only financial advisor at Hamrick Investment Counsel in Seattle, Washington, who holds the CFA credential. Roy charges a percentage of assets (0.8% a year on the first tier of assets managed and a $500,000 asset minimum).

Page: https://find.wellspent.co/advisors/roy-hamrick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hamrick Investment Counsel
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.8% a year on the first tier of assets managed; a $500,000 asset minimum
- **Assets under management (firm):** $299.2M across 312 accounts
- **Credentials:** CFA
- **CRD:** 1729273 (https://adviserinfo.sec.gov/individual/summary/1729273)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1987)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.hamrickinvestment.com

## Frequently asked questions

### Is Roy Hamrick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and Hamrick Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roy charge for financial advice?

Roy charges a percentage of assets.

### How much does Roy charge?

According to Hamrick Investment Counsel's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Roy Hamrick based?

Roy Hamrick is based in Seattle, Washington.

### What credentials does Roy Hamrick hold?

Roy Hamrick holds the CFA credential.

### Is Roy Hamrick registered with the SEC?

Yes. Roy Hamrick is registered as an investment adviser representative in WA (CRD 1729273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hamrick Investment Counsel manage?

Hamrick Investment Counsel reports $299.2M across 312 accounts in assets under management.

### How do I contact Roy Hamrick?

Through Roy's website, www.hamrickinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1729273): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://hamrickinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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