PlannerFees

Hamilton Capital Advisors LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 1, 2026, Hamilton Capital Advisors LLC charges $150⁠-⁠$300 an hour, a flat or project fee of $1,500, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“The hourly rate is between $150 and $300 per hour.”
Flat or project fee
$1,500
“The fixed fees range from $1,500 up to $50,000 and are based on the scope and complexity of a client’s financial affairs.”
Annual fee
$10,000/yr
“We require a portfolio minimum of $500,000 for private client services engagements. *Our fee schedule for Private Client Services is subject to a minimum annual fee of $10,000; therefore, asset values of less than $500,000 will incur greater fees than the highest annual rate listed in our fee schedule above.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hamilton Capital Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Clients may also choose to pay advisory fees for private client services by check or self-executing electronic funds transfer.”
  • “In instances of direct pay, fees are due within ten (10) days of receipt of the itemized advisory fee invoice.”
  • “The balance of fees for financial planning services is due upon delivery of the financial plan or planning report.”

How Hamilton Capital Advisors LLC’s fees compare

  • Its hourly rate of $150-$300 spans the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 7 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 3 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
  • Its annual fee of $10,000 is above the Georgia median of $5,438. 66% of the 47 other Georgia planners that publish an annual fee charge less.
  • 11 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Hamilton Capital Advisors LLC

“Hamilton Capital Advisors LLC (hereinafter “we,” “us,” or “our”) is an investment advisory firm that provides financial planning advice, recommendations of third-party investment managers, and retirement plan advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Wilbert L. Hamilton
  • Firm size: 2 employees.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$10,000 minimum fee (stated in brochure)
Employees
2
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
284022
Website
hamiltoncapitaladv.com (opens in new tab)
Phone
(404) 795-5077

Can advise clients in 2 states: Alabama, Georgia

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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.