Hamilton Wealth, LLC fees and pricing
Financial planner in Westfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 23, 2026, Hamilton Wealth, LLC charges a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$25,000
“AND CONSULTING Hamilton Wealth charges a fixed fee of $1,000 - $25,000 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hamilton Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”
How Hamilton Wealth, LLC’s fees compare
- Its flat or project fee of $1,000-$25,000 spans the Indiana median of $5,000. 95% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Hamilton Wealth, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342315
- Phone
- (463) 315-4442
Other planners in Westfield that publish fees
- Allstreet WealthWestfield$750/hr
- Perspective Asset Management, LLCWestfield$125/hr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
Is something on this page wrong or out of date?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.