Hampton Rock Wealth Management

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Client assets under management

$177,810,991

Clients

43% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$3,486,490

About

HamptonRock Wealth Management advises individuals (including high‑net‑worth clients), small businesses, trusts, pension and profit‑sharing plans, pooled vehicles, and charities, providing discretionary and non‑discretionary asset management, held‑away asset guidance, pension consulting, and consultative financial planning. The firm also offers estate‑planning support via third‑party software and may introduce clients to its affiliated broker‑dealer/investment banker for corporate finance engagements under separate agreements.

The firm uses proprietary investment models implemented through portfolio management software (Advyzon) alongside fundamental, quantitative, and cyclical analysis to set asset allocation, security selection, and periodic rebalancing; advisors retain discretion to adjust models for client‑specific objectives. Accounts are reviewed at least annually (and more frequently as conditions warrant), and HamptonRock monitors and can trade held‑away accounts when they are included on the firm’s platform.

Distinctive features include an affiliation with a registered broker‑dealer and investment banker that provides private placements and M&A advisory services, a relationship the firm discloses as a potential conflict and handles via separate client agreements. The firm also discloses the use of compensated client referrals and testimonials, charges a standard fee for its estate‑planning software assistance, and maintains a $5 million account minimum (subject to waiver) while operating as a recently formed advisory team.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

$1,000 standard fee for estate planning services, negotiable at advisor discretion

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $30,000,000: 0.90% $30,000,001 - $50,000,000: 0.75% $50,000,001+: 0.50%

Other

Account minimum: $5,000,000

Main office location

Hampton Rock Wealth Management

7500 Rialto Boulevard, Building 1, Suite 122

Austin TX 78735, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 512-256-9272

Advisors at this firm

Rebekah H

Series 66

Austin, TX

Hampton Rock Wealth Management

Rebekah Havlinek is a Series 66-licensed financial advisor at Hampton Rock Wealth Management with three years of industry experience. She previously worked at Dimensional Fund Advisors and has a background that includes roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is a five-advisor SEC-registered firm serving high-net-worth individuals, trusts, estates, and institutional retirement plans. The firm offers customized investment programs using a combination of fundamental, quantitative, and modern portfolio theory approaches, along with consultative financial planning and estate-planning assistance.

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Executive

David D

CFP®, CFA®, Series 63, Series 65, Series 66

Austin, TX

Hampton Rock Wealth Management

David Dodson is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding the CFP® and CFA® designations with 21 years of industry experience. Prior to joining Hampton Rock Wealth Management in 2024, he worked at Oppenheimer & Co. for six years and held various roles at BB&T and Salem Partners Wealth Management. Hampton Rock Wealth Management is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, and institutional retirement plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory approaches tailored to each client’s goals and risk tolerance, managing approximately $142 million across about 40 clients as a five-advisor team.

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Executive

Catalina S

Series 65

Austin, TX

Hampton Rock Wealth Management

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 65 designation. She has prior experience at Alvarez and Marsal and Kroll, as well as academic roles at The University of Texas at Austin and Paul D Schreiber High School. Salvatierra began her advisory career in 2025. Hampton Rock Wealth Management is a five-advisor team managing approximately $142 million for around 40 clients, focusing on high-net-worth individuals and institutional retirement plan consulting. The firm offers tailored investment programs using fundamental, quantitative, and modern portfolio theory approaches, and provides discretionary and non-discretionary asset management along with consultative financial planning and pension consulting.

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Executive

Stuart B

Series 63, Series 65

Austin, TX

Hampton Rock Wealth Management

Stuart Brown is a financial advisor at Hampton Rock Wealth Management with Series 63 and Series 65 credentials and over a decade of industry experience. His career includes roles at BV Investment Partners, MHT Midspan, and KAL Capital Market LLC. He is also affiliated with HamptonRock Partners, a FINRA-registered broker-dealer and investment banking firm. Hampton Rock Wealth Management is a five-advisor team serving high-net-worth individuals, trusts, estates, pooled vehicles, and employee benefit plans. The firm offers tailored investment programs using a combination of fundamental, quantitative, and modern portfolio theory strategies, and provides discretionary asset management, pension consulting, and consultative financial planning.

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Executive

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