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Retire With Dignity

Get the fee-only financial planning, guidance and management you need to navigate through life’s many phases.

WHAT WE DO

Welcome to Hamilton Financial Planning

A fee-only, fiduciary firm that’s here to redefine how you think — and feel — about your retirement.

What You Need to Know


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.


Who We Work With


Baby Boomers

Enjoy financial advice that is tailored to your unique needs and goals.

Retirees

Live out your dream retirement while remaining within your means.

Entrepreneurs

Plan ahead for the future with proactive strategies to maximize your wealth.


Secure Your Retirement Today

Get to Know the Team Behind Hamilton Financial Planning

The Hamilton Financial Planning Team

Scott Hamilton, CFP®️  Photo

Scott Hamilton, CFP®️

Founder & Chief Financial Officer
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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.

Gayle Hamilton Photo

Gayle Hamilton

Director of Client Experience
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With a degree in accounting from Bentley College, I provide strategic oversight related to our overall client experience, supporting and assisting with all of our client engagement tactics.


Nicolle Yates Photo

Nicolle Yates

Customer Services Liaison
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A graduate of the University of Texas at Austin with honors and a longtime community initiative volunteer, I now utilize my leadership skills on a daily basis to guide and educate clients through the financial planning and investment processes. I’m a Registered Investment Advisor Representative and licensed in FINRA Series 65. I’m currently preparing for the national exam to become a Certified Financial Planner.

What You Can Expect

At Hamilton Financial Planning, we pride ourselves on being:

fiduciary fee only financial, hamilton financial planning

Fiducially honest

We understand that money can be a sensitive topic. However, that doesn’t mean we’re going to sugarcoat things. At the end of the day, we are your trusted financial advisor; a job we take very seriously. The more direct and upfront we are with you, the better your outcome will be.

transparent financial advice, hamilton financial planning

Brutally transparent

There are no secrets when you work with us. From our fees to our history, we’ll provide you with all the information you need to entrust us with your finances. We encourage you to ask us whatever questions that come to mind so we can help alleviate your concerns.

affordable fee only financial planning & investment management, hamilton financial planning

Refreshingly affordable

As a fee-only firm, we have no hidden fees. Never try to up-sell. And get zero commission from the products and services we recommend to you. We value being a cost-effective alternative in the marketplace because we believe everyone deserves financial planning guidance.

The Financial Planning Process.

Built on collaboration.

Here’s a brief overview of the steps you can expect when you work with us:

Phase 1: Define Facts

In the beginning of our relationship, we’ll create your net worth statement: a comprehensive listing of all your assets and liabilities. This statement will serve as the foundation of your financial plan.


Phase 2: Quantify Goals

In order to effectively advise you on important financial decisions, we need to determine the frequency, duration and amount tied to each goal. Some examples include:

  1. How much you spend on your car (maintenance, insurance, etc.)
  2. How long you drive your car (one year, five years, etc.)
  3. How often you replace your car


Phase 3: Build Model

A collaborative and interactive process, this phase involves a deep discovery into your wealth’s ultimate potential. As your personal and professional affairs evolve, we will revisit our recommendations and make adjustments as needed to help make sure your plan is optimized at all times.




investment modeling process video, hamilton financial planning

Learn about the Modeling Process

And how VISUAL the discovery process is and simple to design your future.


Why Work With Dimensional Fund Advisors (DFA)?

Learn How Dimensional Investing Can Benefit You

We work with DFA because they take a less subjective, more systematic approach to investing. By drawing information about the market’s expected returns, DFA allows markets to do what they do best — drive information into prices — thus giving DFA more opportunities to capitalize on where they have an advantage. DFA’s core strength: their academic orientation, which helps them remain focused on the objective at hand.

What Sets Dimensional Fund Advisors (DFA) Apart?


Proven investment performance

When compared to both their mutual fund competitors and relevant market benchmarks.


Time-tested strategies

That focus on “tilting” portfolios toward market segments that offer higher potential returns.

Unparalleled risk management

Based on broad diversification, mitigating risks such as holding too few securities or betting heavily on specific industries.

Efficient trading

As a liquidity provider to more eager traders in the marketplace and prominent influence on small-cap markets.


Meet the People of Dimensional Fund Advisors (DFA)


david booth, Founder, and University of Chicago alumni Namesake of Booth School of Business, dimensional fund advisor (DFA)

Photo credit: Dimensional

David Booth

Founder, and University of Chicago alumni
Namesake of Booth School of Business

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Eugene Fama, Nobel Laureate 2013 Founding Board Member, dimensional fund advisors (DFA)

photo credit: Dimensional

Eugene Fama

Nobel Laureate 2013  
Founding Board Member

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Robert Merton, Nobel Laureate 1977, dimensional fund advisor (DFA) Resident Scientist

photo credit: MIT

Robert Merton

Nobel Laureate 1977  
DFA Resident Scientist

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Myron Scgoles, Nobel Laureate 1997, Founding Independent Director dimensional fund advisors (DFA)

photo credit: Dimensional

Myron Scholes

Nobel Laureate 1997
Founding Independent Director 

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Merton Miller

Nobel Laureate 1990
Founding Independent Director

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Fee-Only Financial Planning & Wealth Management Services

Fee Only Wealth Management

Austin | Dallas | Houston

We believe that when done correctly, wealth management consists of three unique but interrelated parts:

fee only financial planning services, hamilton financial planning, austin, houston, dallas, texas


Financial Planning

We’ll perform a comprehensive evaluation of your financial situation to predict future cash flow, asset value, potential diversification and withdrawal plans.

behavioral planning services, hamilton financial planning, austin, houston, dallas, texas


Behavioral Planning

This stage is all about education — informing you of common mistakes people make when making financial decisions and the steps you can take to avoid them.

investment management services, hamilton financial planning, austin, houston, dallas, texas


Investment Management

With your timeline and risk tolerance in mind, we’ll identify the best investment vehicles to utilize according to your unique needs and goals.


What is Your Risk Number?

Fee Only Financial Planning

Austin | Dallas | Houston


Our comprehensive financial planning services include:

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.


Retirement Planning

Eliminate doubt and fear about the future with a strategy that will help you maintain your lifestyle past employment.

Risk Management

We’ll review any current policies and make recommendations as needed to help make sure you’re protected from the unexpected.

Tax Planning

Discover new tax savings, learn about the latest tax reduction strategies and always know exactly how much you need to pay.



Get the Financial Guidance You Need

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.


Our Fees

  • Financial planning: Our annual fee ranges between $2500 to $4500 depending on complexity.  Our hourly rate is $250 per hour.  
  • Wealth Management:  We have NO minimum asset requirements and NO minimum fees.  Financial Planning is included at no extra cost if the quarterly fee is over $1000.
Your Investment
Our Annual Fee
$0 - $749,999.99.85 of 1 percent of AUM
$750,000 - $1,499,999.99.65 of 1 percent of AUM
$1,500,000 and above.30 of 1 percent of AUM


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FAQ

What services does HFP provide?

What is Dimensional Fund Advisors (DFA)?

How do you charge for your services?

What methods of payment do you accept?

How are you different from the stockbroker I use?

Will my personal information be kept confidential?

How can I get started?

Track Your Finances

Fee-Only Financial Planning 

Austin | Dallas | Houston

Schedule Your Complimentary Get Acquainted Meeting!

Whether you’re nearing retirement or already retired, we look forward to helping you maximize every dollar so you can enjoy the fruits of your labor to the fullest extent. Complete the form below or schedule a time and date that works for you.



Austin

1202 Lakeway Drive, Suite 7
Austin, TX 78734
Phone: 512-261-0808

Schedule a Meeting

Houston

Williams Tower, 2800 Post Oak Blvd, Suite 4100 Houston, TX 77056
Phone: 346-200-4440

Schedule a Meeting

Dallas

Rosewood Court, 2101 Cedar Springs Road, Suite 1050 Dallas, TX 75201
Phone: 214-891-5998

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Don’t live in Texas?


Schedule a Virtual Meeting

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