Timothy S. Hamilton
COMPOUND PLANNING
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 6780937
Professional summary
Timothy Seamus Hamilton, CFP® is a registered financial advisor currently at COMPOUND PLANNING, INC. located in Irvine, California.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
College/Education Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
Tim is a Senior Vice President and Wealth Management Advisor, and a member of the Atlas Private Wealth Management’s Investment Committee. Before joining Atlas in 2015, he worked for seven years at an investment management firm based in Western New York in operational, trading, planning, and client management roles.
Tim is a graduate of the University of Rochester where he obtained a Bachelor of Arts in economics. He also played football for the Yellowjackets. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® professional who works with individuals and institutions to help them plan for their financial futures.
Tim is an active member of the financial community of Upstate New York. He currently sits on the Board of the Eastern New York Chapter of the Society of Financial Service Professionals (FSP) as the programming director and is an advocacy committee member for the Northeastern New York Chapter of the Financial Planning Association (FPA). Additionally, Tim engages in pro-bono financial planning activities through the FPA and community coalitions and helps low-income families build financial strategies.
Tim grew up in St. Paul, Minnesota, and lives with his wife in the city of Albany, New York. When he’s not working, you can usually find Tim helping out at the Albany Elks Lodge, where he is a trustee, or playing hockey in men’s leagues throughout the Capital Region.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
What is your minimum asset requirement?
100K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Seamus 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: 2013
Experience
Current
May 26, 2023 - Present
COMPOUND PLANNING, INC.
Office #1: 20 Executive Park Suite 190, Irvine, CA 92614RIA
CRD#: 171787
Irvine, CA
Past
April 14, 2017 - May 30, 2023
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 145331
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
COMPOUND PLANNING, INC.
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)California
Registered Investment Advisory firm - (8/13/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2022 Terminated)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
Minnesota(5/26/2023)
IAR
New York(5/26/2023)
IAR
Texas(5/26/2023)
Current Firm
CP
COMPOUND PLANNING, INC.
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)California
Registered Investment Advisory firm - (8/13/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
115 Broadway 5th Floor, New York, NY 10006
Mailing Address
169 Madison Avenue Suite 15201, New York, NY 10016
Phone number
(888) 533-9364
Established
Firm type
Fiscal year end
# of Employees
104
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 3,025,356,111 |
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.
