Firm
Hamilton Point Investment Advisors
Chapel Hill, North Carolina
Fee-only
Hamilton Point Investment Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 239 individual clients, 203 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 885 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | hamiltonpoint.com |
| Phone | (919) 636-3765 |
Hamilton Point Investment Advisors fees
Hamilton Point Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 36 |
| High-net-worth clients | 203 |
| Accounts managed | 885 |
| Employees | 12 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-68186) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 144534 |