Trent Hamilton
Hamilton Financial Planning · Lakeway, Texas
Trent Hamilton is a fee-only financial advisor at Hamilton Financial Planning in Lakeway, Texas. Hamilton Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hamilton Financial Planning |
|---|---|
| Based in | Lakeway, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.2M across 229 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7803901 |
| Exams passed | Series 63 (2025) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hamiltonfinancialplanning.com |
How Trent's firm compares
- 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 Trent
Is Trent Hamilton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and Hamilton Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent's firm, Hamilton Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trent Hamilton based?
Trent Hamilton is based in Lakeway, Texas.
Is Trent Hamilton registered with the SEC?
Yes. Trent Hamilton is registered as an investment adviser representative in TX (CRD 7803901), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Trent Hamilton?
Through Trent's website, www.hamiltonfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
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
- 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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