Scott P. Hamilton

HAMILTON FINANCIAL PLANNING

LAKEWAY, TX 78734

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CRD#: 5960462

Professional summary

Scott Price Hamilton, CFP® is a registered financial advisor currently at HAMILTON FINANCIAL PLANNING LLC located in Lakeway, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Min. Asset: $100K–$250K

Services Offered

Retirement Planning

Comprehensive Financial Planning

Investment Planning

Specializations

Baby Boomers

Business Owners

College/Education Planning

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Biography

Scott Hamilton is a Fee-Only financial planner with offices in Austin, Houston, and Charleston, SC. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Please see my website - www.HamiltonFinancialPlanning.com

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Price Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

October 3, 2013 - Present

HAMILTON FINANCIAL PLANNING LLC

Office #1: 1202 Lakeway Drive, Suite 7, Lakeway, TX 78734Office #2: 2800 Post Oak Rd., Houston, TX 77056

RIA

CRD#: 168483

LAKEWAY, TX

Past

January 19, 2012 - September 30, 2013

CGN ADVISORS, LLC

RIA

CRD#: 159359

AUSTIN, TX

Past

September 22, 2011 - January 19, 2012

HAMILTON FINANCIAL PLANNING, LLC

RIA

CRD#: 158698

LAKEWAY, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/26/2017)

IAR

Louisiana
(2/29/2016)

IAR

South Carolina
(1/18/2018)

IAR

Texas
(10/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2011

Uniform Investment Adviser Law Examination

Current Firm

HAMILTON FINANCIAL PLANNING LLC

HAMILTON FINANCIAL PLANNING LLC | HAMILTON FINANCIAL PLANNING, LLC

CRD#: 168483 / SEC#:

Florida

Registered Investment Advisory firm - (7/26/2017 Approved)

Louisiana

Registered Investment Advisory firm - (2/29/2016 Approved)

South Carolina

Registered Investment Advisory firm - (1/18/2018 Approved)

Texas

Registered Investment Advisory firm - (10/3/2013 Approved)

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Contact information

Main Address

1202 Lakeway Drive, Suite 7, Lakeway, TX 78734

Mailing Address

Phone number

(512) 261-0808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 61,240,913

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Scott P. Hamilton

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Price Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON FINANCIAL PLANNING LLC

CGN ADVISORS, LLC

HAMILTON FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2011

Current Firm

HAMILTON FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAMILTON FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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