RIA Intel›Advisers›Texas›HAMILTON FINANCIAL PLANNING, LLC

HAMILTON FINANCIAL PLANNING, LLC

Advisory

LAKEWAY, TX

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,650

of 2,813 advisers by AUM

Average account

$267K

across 229 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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