Hamilton Financial Planning LLC

Hamilton Financial Planning LLC serves individual and high‑net‑worth clients as well as small businesses, providing wealth management, comprehensive financial planning with an emphasis on business and retirement planning, and tax services. The firm advises on securities and held‑away retirement accounts, recommends third‑party money managers when appropriate, and manages client assets on a discretionary basis.

The firm combines fundamental analysis with Modern Portfolio Theory to build asset allocation models, monitors accounts regularly, and rebalances portfolios as needed; investment strategies may include long‑ and short‑term positions and use of mutual funds, options and other instruments. It also reviews and implements tax‑efficient asset location and opportunistic rebalancing for held‑away accounts (401(k)s, HSAs) via an order management system and may delegate portions of portfolios to third‑party money managers whose fees are shared with the firm.

What is distinctive about the firm relative to many peers is its combination of advisory services with tax preparation, strategic tax planning and IRS representation, and its explicit disclosure that it receives fee‑sharing from recommended third‑party managers — a potential conflict of interest disclosed in the brochure. The filing also notes non‑investment business activities tied to the firm’s principal (rental properties and office leases) and discusses handling of variable insurance and mutual fund products in trading policies, features that are less common among supported firms.