Timothy
Hamilton
Compound Planning
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About this Advisor
Timothy Hamilton is a financial advisor based in Irvine, California, working with Compound Planning. Timothy has previously held positions at Atlas Private Wealth Management, LLC, Howe & Rusling, Inc, and Alternativ Wealth Management. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Minnesota, New York, and Texas. Currently, Timothy is part of Compound Planning, which operates out of Irvine, California. The firm has 40 offices and 70 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Compound Planning includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Planning Brokerage Details
$1,395,949,263
70
7,391
$188,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Timothy Hamilton Work History
Alternativ Wealth Management
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Howe & Rusling, Inc
Disclosures
Please visit the SEC profile of Timothy Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Planning
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