Financial Planning for Baby Boomers and Retirees
Certified Financial Planning ™ 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 Financial Planning
Austin and Houston
Our comprehensive fee only financial planning services include:
Cash Flow Planning
Education Planning
Estate Planning
Retirement Planning
Risk Management
Tax Planning
Who We Work With

Baby Boomers

Retirees
Certified Financial Planning Houston Texas

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 wealth management 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
- Wealth Management: We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.

Founder and Financial Advisor Houston TX
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