Services & Pricing

Comprehensive Financial Planning

A financial plan brings your entire financial world into one place, so you can clearly see what’s going on — your insurance, estate plan, cash flow, retirement plan, goals, and expenses, taxes all working together instead of sitting in separate silos.

Our expertise with special needs families also allows us to integrate government benefits coordination, ABLE accounts, special needs trust planning, guardianship, supportive housing, and family planning directly into your financial plan.

This is for you if…

You have a loved one with a disability and need a plan that accounts for their lifetime care alongside your own goals
You're not sure how your insurance, estate plan, cash flow, and retirement savings fit together and want it all mapped out in one place
You're a DIY investor who's comfortable managing your own accounts, but want an expert to build the plan and check your assumptions
You just need a second opinion on decisions you're about to make

One time flat fee of $3,000

Hourly Rate: $250

Annual Tax Preparation

Tax returns for special needs families are more complex than a standard household return. Special Needs Trust filings, ABLE account reporting, and benefit-sensitive income all have to be handled correctly, or a simple mistake can jeopardize SSI or Medicaid eligibility.

Working with a specialist means your taxes are prepared with your full financial picture in mind, catching issues before they become costly mistakes.

This is for you if…

You have a Special Needs Trust that needs to file its own return
You have an ABLE account and want to make sure contributions, distributions, and qualified disability expenses are handled correctly on your return
Your family member receives SSI, SSDI, or Medicaid
You received a settlement, inheritance, or gift on behalf of your loved one and need it reported correctly
You're claiming your adult child as a dependent and want to make sure you're taking advantage of every credit and deduction available for their care
You pay for care, therapies, or medical expenses that may be deductible

Fee based on complexity, simple returns starting at flat fee $300

Ongoing Investment Management / Full Suite

We manage your investment accounts and maintain correct allocations to make sure you’re meeting your goals. That includes managing excess cash, smart withdrawal strategies, annual tax-loss harvesting, and account allocation of funds.

Investment management clients receive ongoing implementation and updates to the financial plan as well as full annual tax preparation.

This is for you if…

You want a Financial plan, annual Tax Preparation, and Investment management all for one price
You want an ongoing relationship to keep your your financial plan updated as life changes
You have a Special Needs Trust or ABLE account that needs ongoing management, not just a one-time setup
You don't want to manage your own investments

Tiered pricing model where different portions of portfolio are charged at different rates, reducing fees with larger portfolios. Starting at 1.25 percent.

Financial plans and annual tax preparation are included for Investment management clients.

No matter the prices, we still encourage families to reach out. A conversation can help determine whether our approach is a good fit, or if we can point you toward other resources that may better match your needs.

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Locations

Hamilton Financial Planning Houston

Williams Tower, 2800 Post Oak Blvd, Suite 4100

Houston, TX 77056

Phone: 346-200-4440

Hamilton Financial Planning Austin

1202 Lakeway Dr Suite 7,

Austin, TX 78734

Phone: 512-261-0808