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Trent S. Hamilton

HAMILTON FINANCIAL PLANNING LLC
Lakeway, TX 78734
Some features on this profile are disabled
CRD#: 7803901
TH

Professional summary

Trent S Hamilton, who also goes by Trent Hamilton, is a registered financial advisor currently at HAMILTON FINANCIAL PLANNING LLC located in Lakeway, Texas.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Trent has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trent Hamilton

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 Trent S 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®
None

Experience

Current

June 6, 2025 - Present

HAMILTON FINANCIAL PLANNING LLC

Office #1: 1202 Lakeway Drive, Suite 7, Lakeway, TX 78734
RIA
CRD#: 168483
Lakeway, TX
Past

February 12, 2025 - March 11, 2025

MORGAN STANLEY

RIA
CRD#: 149777
SOUTH JORDAN, UT
Past

December 5, 2023 - June 7, 2024

HAMILTON FINANCIAL PLANNING LLC

RIA
CRD#: 168483
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
Texas
(6/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/18/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/5/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2023
Securities Industry Essentials Examination

Current Firm

HAMILTON FINANCIAL PLANNING LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts229
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.

Company Information

HAMILTON FINANCIAL PLANNING LLC

HAMILTON FINANCIAL PLANNING LLC

CRD#: 168483Lakeway, TX 78734

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