Hamilton Financial Planning
Founder and CFO
Hamilton Financial Planning
Founder and CFO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Hamilton, CFP®, MBA
Fee-Only Financial Planner serving the Austin and Houston areas.
Scott Hamilton is a Texas-based fee-only financial planner. Hamilton Financial Planning provides comprehensive and objective financial planning, wealth management, and investment management to help business owners, retirees and pre-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Hamilton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Hamilton started his practice "Hamilton Financial Planning" to help people achieve their financial dreams. He earned his Bachelor of Business degree in Finance from Texas State University, and a Master of Business Administration (MBA) degree, specializing in International Finance, from Pepperdine.
Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has earned this title by passing a two day test and completing multi-year work experience requirements in addition to regular ethics training.
With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.
A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.
Scott Hamilton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We specialize in providing professional financial advice to individuals and families from all walks of life.
We set no minimum net worth, income level or investable asset level requirements in order to accept prospective clients.
HFP’s compensation is based solely on hourly fees. We don’t accept commissions or referral fees or any other third-party compensation, thus assuring clients that financial advice is delivered solely with their best interests in mind.
Our approach is therefore unlike that of many financial planners, who accept commissions which may result in higher-cost products, and diluted performance returns. HFP considers the fees inherent with various financial products before making recommendations, with a focus on recommending those with very low fee structures.
We have no affiliations with banks, brokerage firms or insurance companies. As a result, our research and analysis is not confined to a limited scope of options.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Scott Hamilton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Scott Hamilton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Scott Hamilton is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Hamilton Financial Planning is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Scott Hamilton
1202 Lakeway Drive
Austin, TX 78734
2800 Post Oak Blvd, Suite 4100
Houston, TX 77056