Scott Hamilton
Hamilton Financial Planning · Houston, Texas
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).
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Who they serve
- Retirees
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 | $61.2M across 229 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in FL, LA, SC, TX · CRD 5960462 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hamiltonfinancialplanning.com |
| Profile |
How Scott's firm compares
- Ongoing planning starts at $2,000 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,500, above the Texas median of $1,575 for fee-only firms that publish prices.
- Hamilton Financial Planning's average account is about $267,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Hamilton Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- 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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