Hamilton Capital fees
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 23, 2026, Hamilton Capital (Columbus, OH) charges a flat or project fee of $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.
- Flat or project fee
- $2,500
Below the Ohio median of $3,625; 22% of the 93 other planners in Ohio that publish a flat or project fee charge less. 2 of the 6 other planners in Columbus charge less.
“Emerging Wealth clients pay a fixed, one-time fee of $2,500 for financial planning services (the “Emerging Wealth Planning Fee”).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 90 employees
- Registered since
- 1997 (29 years)
How Hamilton Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and minimum fees may, at the discretion of Hamilton Capital, be waived.”
- “Clients may terminate its agreement with Hamilton Capital at any time and receive a refund of any funds not yet earned.”
About Hamilton Capital
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 2,744
- Works with
- Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $4.9 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 23, 2026
- CRD number
- 109116 (opens in new tab)
- Phone
- (614) 273-1000
Registered or notice filed in 35 states: Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Other planners in Columbus that publish fees
- Waller Financial Planning Group, Inc.ColumbusHourly $350-$500/hr
- The Wealth Advantage Group, Inc.ColumbusHourly $180-$250/hr, Flat $2,500-$10,000
- NorthAvenue LLCColumbusAnnual $3,600-$70,000/yr
- Landfall Financial Advisors, Inc.ColumbusHourly $200/hr
- Organic Wealth, LLCColumbusHourly $250/hr, Flat $500-$15,000
- Clark SoetenColumbusHourly $300/hr, Flat $500-$5,000 2025 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.