Risk Management in Austin and Houston Texas
CERTIFIED FINANCIAL PLANNER ™ in Austin and Houston Texas
What happens if my spouse passes away? Will we have enough money? What happens if there is an accident on our property? These are common insurance questions and without proper planning, you could have unrealized risk.
We can help you manage these risks by having insurance to cover these events. It is important to note we DON’T sell insurance; we DON’T sell annuities. NO Commission.
What You Can Expect
At Hamilton Financial Planning, we pride ourselves on being:
Fiducially honest
Brutally Transparent
Refreshingly affordable
Risk Management 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.
Risk Management in Austin and Houston Texas
Austin
1202 Lakeway Drive, Suite 7
Austin, TX 78734
Phone: 512-261-0808
Houston
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Phone: 346-200-4440