# Scott Hamilton

> Scott Hamilton is a fee-only financial advisor at Hamilton Financial Planning in Houston, Texas, who holds the CFP and MBA credentials. Scott charges a percentage of assets and hourly fees (ongoing planning from $2,000 a year and one-time plans from $3,500).

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

## Facts

- **Firm:** Hamilton Financial Planning
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** ongoing planning from $2,000 a year; one-time plans from $3,500; 0.3%–0.85% a year of assets managed
- **Assets under management (firm):** $61.2M across 229 accounts
- **Credentials:** CFP, MBA
- **Works with:** Retirees
- **CRD:** 5960462 (https://adviserinfo.sec.gov/individual/summary/5960462)
- **SEC registration:** Investment adviser representative in FL, LA, SC, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://hamiltonfinancialplanning.com

## Frequently asked questions

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

Yes. Scott Hamilton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.

### How does Scott charge for financial advice?

Scott charges a percentage of assets and hourly fees.

### How much does Scott charge?

According to Hamilton Financial Planning's website, checked October 28, 2026: ongoing planning from $2,000 a year; one-time plans from $3,500; 0.3%–0.85% a year of assets managed.

### Where is Scott Hamilton based?

Scott Hamilton is based in Houston, Texas.

### What credentials does Scott Hamilton hold?

Scott Hamilton holds the CFP and MBA credentials.

### Is Scott Hamilton registered with the SEC?

Yes. Scott Hamilton is registered as an investment adviser representative in FL, LA, SC and TX (CRD 5960462), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Hamilton Financial Planning manage?

Hamilton Financial Planning reports $61.2M across 229 accounts in assets under management.

### How do I contact Scott Hamilton?

Through Scott's website, hamiltonfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7465): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://hamiltonfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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