Financial Planning for Individuals 50+ in Austin and Houston, TX

A well designed and implemented Financial Plan will provide you with a dignified, independent retirement.


Financial Planning for Baby Boomers and Retirees

What we offer

Hamilton Financial Planning offers two different service models, depending on your needs: Hourly Financial Planning and Wealth Management. As a fee-only independent financial advisor, our pricing is transparent so you always know what you’re paying for.

Hourly Financial Planning

Our hourly financial planning services offer more flexibility for investors that might not know what they want and are focused on time-specific goals. For this service, there are no long-term contracts, pressure, or sales. We also have no asset minimum for your hourly financial planning services. We work with you toward a specific goal and you pay per session.

Comprehensive Financial Planning

Our wealth management services are perfect for clients who want a more hands-on approach to their financial future. In this service model, we offer financial planning, investment management, retirement planning, and ongoing engagement. This comprehensive service is also fee-only, but we are able to incorporate all aspects of your financial picture.

About us

  • Virtual or In-Person
  • Personal services
  • Integrity, Empathy and Passion
Financial Planning Austin Texas

Scott is a Certified Financial PlannerTM who believes in providing personalized care to his clients. He understands that each individual has their own set of financial goals and challenges, and takes the time to listen to their concerns. By analyzing their lifestyles, Scott is able to create a financial plan that aligns with their values and expectations. He knows that a comprehensive approach is key to achieving financial freedom, and works with his clients to create a plan that encompasses all aspects of their financial well-being. With Scott’s expertise and care, clients can feel confident in their financial future.

With offices in Austin and Houston, Scott offers virtual or in-person meetings. To learn more click here.

Trust Hamilton Financial Planning


  • 250+ Plans personally completed
  • 25 years of Managing money
  • Managing $40M Assets


  • MBA in International Finance
  • CFP (R)
  • Annual 30+ Hours of CE


  • Fee only, Fiduciary
  • No Commission
  • No Sales, No Pressure


The Concept of Retirement
Has dramatically changed over the past decade. Increasing life expectancy means we can no longer afford to simply save our money — we must be smart and strategic with every financial decision we make if we want to maintain a comfortable lifestyle throughout our retirement.

Without Proper Planning
What may initially feel like an exciting new chapter can quickly become a financial nightmare? However, that doesn’t have to be your reality. At Hamilton Financial Planning, we can help make sure you have everything you need to turn your vision into your reality.