Lisa J Hamilton
Hamilton Financial Planning, LLC
601-A N Jefferson
Lebanon, MO 65536
4174643247
About Hamilton Financial Planning, LLC
How We Work
My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. My mission is for you to build a long-term relationship with me. I aim to accomplish this through education, training, integrity, and outstanding client service.
I understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals.
I believe in thinking out of the box and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you and your satisfaction.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
1
CRD#
6489021
Firm CRD#
6413
Insurance License#
8355308
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial
States Licensed in
MO, KY, MA, FL, MT, PA
Years of Experience in Financial Services
8
Number of Years with Current Firm
2
Work Experience
I have held FINRA license Series 7 since August 2016 and FINRA license 66 since September 2016. Prior to licensing, I worked as an administrative assistant for a financial advisor leaning about investments and planning. Before working in investments, I worked in the finance office of a large college managing several accounts receivable. Additionally I helped create a financial literacy program for the 15,000 enrolled students.
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers
Compliance
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Commissions, Based on Assets
Hourly Rate
$0.00
Additional Details on Charges
I will make sure you understand any investments discussed and the fees associated. I will also explain the difference between investment advisory accounts and commissioned accounts helping you decide which is best for you. Many of my clients have a combination of both types of accounts.
Investment Advisory fees are determined by the amount of assets under management and the type of investment advisory account used. I have many options to choose from. Most of my investment advisory accounts start at an annual fee of 1.25% and my financial plans are free to my clients. I want everyone to have a financial plan because I believe it is the foundation on which investment decisions should be made.
I also have a wide variety of options in commissioned accounts. Each commissioned investment has it's own fee and they very from one investment to the next.
Minimum Fee Charged for Hourly Planning Accounts
$0.00
Education
Bachelor's - Finance and Banking
Central Methodist University
08/15/2013 -05/08/2015
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.