Hampton Park Financial Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The fees for estate planning services will be $350/hr.”

Flat or project fee

$1,500

“HPFP may also charge a one-time upfront flat fee of $1,500 at the commencement of the advisory relationship for initial financial planning, analysis, and onboarding services, as set forth in the client’s Investment Advisory Agreement.”

Monthly fee

$125⁠-⁠$5,000/mo

“Ongoing fee rates range between $125 to $5,000 a month.”

Annual fee

$3,600⁠-⁠$100,000/yr

“HPFP’s flat fees generally range from $3,600 to $100,000 annually.”

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

How Hampton Park Financial Planners bills

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

• “Fees are generally negotiable and are paid as described below, directly by the client.”
• “Annualized fees are generally billed quarterly in advance on a pro-rata basis.”
• “Asset-based fees are calculated based on the value of the account(s) under HPFP’s management as of the last business day of the previous quarter, while flat annual fees are generally divided and billed quarterly.”

How Hampton Park Financial Planners’ fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Charleston that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the South Carolina median of $3,000. 23% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Charleston that publish a flat or project fee charge less.
• Its annual fee of $3,600-$100,000 spans the South Carolina median of $5,000. 100% of the 22 other South Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Charleston that publish an annual fee charge less.

About Hampton Park Financial Planners

• Principal: Roger Maddox
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

1% a year

Clients

53

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$19,695,970

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317332

Website

hamptonparkfp.com (opens in new tab)

Phone

(847) 899-3461

Can advise clients in 2 states: California, South Carolina

Other planners in Charleston that publish fees

• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Calidris Financial, LLCCharleston$360/hr, $3,000⁠-⁠$25,000
• Capasso Planning Partners LLCCharleston$2,400
• Collins AdvisorsCharleston$200/hr

Compare all 16 planners in Charleston