Fee-Based Financial Planner

Fees That Make Sense

At HFP, our business model is fee only. We never charge a commission. We never sell you insurance products or policies. You know exactly what your quarterly bill for the management and investment of your assets will be – ahead of time.

That’s transparency. We are proud of it.

Our Asset Management fee is tiered; the more you invest; the lower the annual rate.
The minimum quarterly fee is $1000.

For ongoing financial planning and investment planning, our fee structure is:

Your Investment Our Annual Fee
$0 - $749,999.99 .85 of one (1) percent
$750,000 - $1,499,999.99 .65 of one (1) percent
$1,500,000 and above .30 of one (1) percent

At Hamilton Financial Planning, we live by four words that benefit our clients …

Transparent, Affordable, Smart, and Personal

Schedule a Сomplimentary
Face-to-Face Consultation TODAY!

If you’re unsure if you have enough saved to retire; when you can afford to retire, or how much more wealth you need to build in order to retire, we should talk. HFP is offering a no obligation 30 minute planning session designed to provide you with a high-level view of your financial forecast to answer these key questions.

Schedule a consultation TODAY!

to find out if HFP is a good fit for helping you meet your goals.