PlannerFees

Hamilton Financial Planning LLC fees and pricing

Financial planner in Lakeway, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 30, 2026, Hamilton Financial Planning LLC charges $250 an hour and a flat or project fee of $3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Amount of Assets Invested Annual Fee Hourly Financial Planning $250/hour Flat-Fee Financial Planning $3,000 Flat-Fee Financial Planning: half of the $3,000 fee is invoiced up front at engagement start, and the remaining half is invoiced at completion (plan delivered).”
Flat or project fee
$3,500
“We offer our financial planning services on a fixed fee basis and we can charge $3,500 and up for these services.”

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

How Hamilton Financial Planning LLC bills

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

  • “The fees shown above may be negotiable under limited circumstances.”
  • “Billed quarterly, in arrears, as a percentage of assets under management, based on the average daily value of the portfolio across the quarter, tiered so each breakpoint applies only to the portion of assets in that band.”
  • “Special needs trust and ABLE account assets, where held under management, are billed at the same AUM schedule unless otherwise agreed.”

How Hamilton Financial Planning LLC’s fees compare

  • Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its flat or project fee of $3,500 is below the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.

About Hamilton Financial Planning LLC

“Hamilton Financial Planning LLC is a Registered Investment Advisor (“Advisor”) which offers financial planning and investment advice to clients. Hamilton Financial Planning LLC was founded in 2011 by Scott Hamilton who serves as a Managing Member and Chief Compliance Officer.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Business owners
  • Insurance analysis

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
3% a year
Clients
73
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$61,240,913
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
168483
Website
hamiltonfinancialplanning.com (opens in new tab)
Phone
(512) 261-0808

Can advise clients in 4 states: Florida, Louisiana, South Carolina, Texas

Other planners in Lakeway that publish fees

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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.