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HAMILTON FINANCIAL PLANNING LLC
HAMILTON FINANCIAL PLANNING, LLC
CRD 168483
1202 LAKEWAY DRIVE, SUITE 7, LAKEWAY, TX, 78734, United States
Phone
512-261-0808
Fax
888-581-6007
Registration
— (—)
Source
State registered
Total AUM
$61.2M
Discretionary AUM
$61.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $41.1M |
| High net worth individuals | 8 | $20.2M |
All web addresses on file
Official SEC filing: View on IAPD