HAMILTON FINANCIAL PLANNING LLC

HAMILTON FINANCIAL PLANNING LLC of LAKEWAY, TX is an SEC-registered investment adviser (CRD 168483). Regulatory assets under management: $61.2M.

Registration

• CRD: 168483
• Type: Registered investment adviser
• Location: 1202 LAKEWAY DRIVE, SUITE 7, LAKEWAY, TX, 78734
• Phone: 512-261-0808
• Latest filing: 2026-07-30
• Regulatory AUM: $61.2M
• Discretionary AUM: $61.2M
• Clients: 1
• Accounts: 229

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search