Hampton Park Financial Planners
RIAState Registered
Total AUM
$19.7M
Discretionary
$19.7M
100% of AUM
Avg account
$65.2K
Accounts
302
Employees
4
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 317332
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.84%
- Individuals42.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hampton Park Financial Planners is an independent, owner-operated LLC that provides fee-based advice to individual and family clients. The adviser offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation mixes asset-based fees with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and does not operate as a capital allocator; it appears to rely on third-party managers for alternative exposure rather than making direct principal investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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