Retirement Planning in Austin and Houston Texas
CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas
Do I have enough to retire? When can I retire? Can we afford a lake house? Without a comprehensive financial plan, these answers would simply be a guess. I have personally completed over 250 financial plans and believe that a real-time, virtual planning process produces very positive results.
Our retirement planning process takes the facts, goals, assumptions, and then allows you to discover what is possible. The process is a visual discovery process.
What You Can Expect
At Hamilton Financial Planning, we pride ourselves on being:
Fiducially honest
Brutally Transparent
Refreshingly affordable
Retirement Planning in Austin and Houston Texas
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.
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.