Scott Hamilton, CFP ®, is a Fee-Only financial planner with offices in Austin, Houston, and Harlingen, TX. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Scott Hamilton, CFP ® based in Austin and Houston, specializes in Fee-Only Retirement Planning, College Planning, Investment Planning, Real Time planning and Budgeting.
We believe DFA funds will improve your investment results because of our:-
Our fees are based on assets under management and range from a maximum of 85 basis points (0.85%) annually, down to 30 basis points (.30%), depending on the size of the account.
|Amount of Assets||Invested Annual Fee|
|$0.00 - $749,999.99||.85 of one percent (85 basis points)|
|$750,000.00 - $ 1,499,999.99||.65 of one percent (65 basis points)|
|$1,500,000.00 - and above||.30 of one percent (30 basis points)|
There are three costs associated with doing business with us:
Fee-Only financial planners are paid only by their clients. They never receive commissions, sales incentives, bonuses or special perks paid by financial service entities for selling their products. Hamilton Financial Planning, LLC, is a true Fee-Only financial planning firm.sss
You can be confident in the knowledge that we only provide recommendations that are in your best interest, and will never "sell you something" in order to be paid for providing advice.
Services are offered on a fee-only basis. This means you pay a clear fee for the services provided, and we do not accept commissions or third-party compensation. When we recommend a financial product or refer you to another professional service, we receive no compensation except the fee paid, regardless of whether or not you follow the recommendations.
We invoice quarterly, sending you a simplified invoice. We auto-draw our fee from one of your accounts, with the transaction reported to you by your independent custodian, so you can verify the amount.
Hamilton Financial Planning, LLC, offers a different value proposition than is typically available through financial brokerage firms. Some of those differences include:
Yes! At Hamilton Financial Planning, we work hard to make the investment process as easy as possible for you. In addition to receiving professional advice on your most important financial concerns, we can also provide implementation and ongoing tune-ups,need.
Keeping costs low and being tax efficient are the key factor in meeting your long-term objectives.Please see the attached visual that demonstrates the importance of managing these costs to your future.
Education, ROI and Fee Demo.
Call us at (512) 261-0808, or e-mail email@example.com to schedule an introductory meeting. We offer a no-fee, no obligation "Get Acquainted" meeting, either in-person or over the phone.