Fiduciary Financial Advisor in Austin and Houston Texas

Certified Financial Advisor Austin Texas

As a fiduciary, we are legally bound to place your needs ahead of ours and to provide complete disclosure.  

Also, we strive to be 

  1. Direct,
  2. Transparent,
  3. Affordable.

The result is a clear and honest conversation aligned with your facts, goals, and values.

Financial Planning Austin Texas

Hourly Financial Planning

With our fee-only hourly financial planning, our goal is to educate you on your options so you can make empowered decisions with your wealth. Depending on your needs, your plan may narrow in on one element or address multiple goals you’d like to achieve over time. Whatever you choose to focus on, your financial plan is designed to serve as your road map, helping you navigate whatever comes your way. 

Our hourly financial planning services can tackle concerns you have, such as:

  • Cash flow planning
  • Education planning 
  • Estate planning
  • Retirement planning
  • Risk management
  • Tax planning

With our fee-only hourly financial planning, you know exactly how much you’re paying and the price depends on the complexity of your financial situation. It typically ranges between $3,500-$5,500 and can be paid directly with a credit card or ACH transfer.

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.

Who We Work With

Baby Boomers

Enjoy financial advice from the Certified Financial Advisor Austin Texas that is tailored to your unique needs and goals.


Live out your dream retirement while remaining within your means.

Fiduciary Financial Advisor in Austin and Houston Texas

Sensible Fees

Financial Planing

Wealth Management

Who We Are

Working with a trusted Certified Financial Advisor Austin Texas 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 Austin TX

Scott Hamilton Financial Advisor Austin 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 Austin

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