Scott P. Hamilton
HAMILTON FINANCIAL PLANNING LLC
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.
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
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
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.
2012-PRESENT: HAMILTON FINANCIAL PLANNING, LLC/AUSTIN, TX/MANAGING MEMBER/BUSINESS ENTITY/EXISTS FOR PURPOSE OF OFFICE LEASE, ETC./NOT INVESTMENT RELATED/UP TO 10 HRS PER MONTH. SCOTT HAMILTON IS ALSO THE PRESIDENT OF T-N-T REAL ESTATE INVESTMENTS WHICH HAS RENTAL PROPERTIES. THIS IS NOT INVESTMENT RELATED AND SCOTT SPENDS ABOUT 3 HOURS PER WEEK PERFORMING TASKS ASSOCIATED WITH THIS.
2011-PRESENT: T-N-T REAL ESTATE INVESTMENTS, LLC/PRESIDENT AND LANDLORD/RENTAL PROPERTY/NOT INVESTMENT RELATED WITH PUBLIC/UP TO 40 HRS PER WEEK INCLUDING DURING MARKET HRS
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®
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 77056RIA
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)
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)Upgrade to AdvisorCheck Premium
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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
1
Regulatory assets under management
| Total Number of Accounts | 212 |
| AUM (Assets Under Management) | $ 46,731,214 |
Red Flags
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