HAMILTON FINANCIAL PLANNING LLC

Overview

Hamilton Financial Planning LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and serves a client base made up primarily of individual and family households. Its advisory services mix fee models — percentage of AUM, hourly charges and fixed fees — which supports both ongoing portfolio management and discrete planning engagements. Investment activity centers on publicly traded pooled vehicles, with discretionary management as the primary delivery model. The firm is not an active ESG investor and is classified as a non-multi-state adviser in its filings. Business activity filings also list the firm as engaged in other financial product sales, indicating a scope that can include non-model, off-platform product usage alongside standard advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices