Firm
Hamilton Financial Planning
Houston, Texas
Fee-only
Hamilton Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 73 individual clients, 8 of them high net worth.
- Its average account is about $267,000 (assets it manages divided by its 229 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | hamiltonfinancialplanning.com |
| [email protected] | |
| Phone | (346) 200-4440 |
Hamilton Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $3,500 |
| Asset-based fee | 0.3% to 0.85% a year |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"we do have a minimum quarterly fee of $500" source
"It typically ranges between $3,500-$5,500" source
"Asset Under Management fee ranges from .85% down to .30% annually." source
"Asset Under Management fee ranges from .85% down to .30% annually." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $61 million |
| Individual clients | 65 |
| High-net-worth clients | 8 |
| Accounts managed | 229 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 168483 |