Wealth Management for Baby Boomers and Retirees
Wealth Management Houston Texas
Working with a trusted financial advisor is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Fee Only Wealth Management
Austin and Houston
We believe that when done correctly, wealth management consists of three unique but interrelated parts.
Cash Flow Planning
We’ll help map out your expenses so you know exactly how much you need to save, spend and invest every month.
Education Planning
From scholarships to payment plans, we’ll provide you with the peace of mind you need to look forward to their future.
Estate Planning
Prevent future family tension and confusion with an estate plan that outlines your wishes and secures your legacy.
Who We Work With
Baby Boomers
Retirees
Wealth Management Houston Texas
Sensible Fees
Financial Planing
Wealth Management
Who We Are
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
What We Charge
As a fee-only financial planning firm, we never earn a commission. We never act as salespeople and we’ll never hide how much our services are going to cost you. There are no other hidden costs and we’re not compensated through things like revenue sharing, commissions, sales loads, or sales contests. This means we’re paid for our unbiased advice only, and aligns our compensation with your best interests.
For our Hourly Planning clients we charge by the hour with the cost typically ranging between $3,500-$5,500.
If you are a Wealth Management client, we are compensated by an Assets Under Management (AUM) fee, which is paid quarterly, based on the value of your assets we manage. We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.
Founder and Financial Advisor Houston
Scott Hamilton, CFP ®
Founder & Chief Financial Officer
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.
Hamilton Financial Planning Houston
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 346-200-4440