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Paladin Research Report For:

Tim Hamilton

FinancialFamilies

CFP®MBA
2828 Carroll-Southern Road NW
Carroll, OH 43112
614-406-7141

About Tim Hamilton

With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!

See Disclosures

General Information

Firm Start Year
  • 2014
No. of Employees
  • 1
CRD#
  • 5153936
Firm CRD#
  • 170373
Name of Custodial Firm
  • Pershing
Years of Experience in Financial Services
  • 20
Number of Years with Current Firm
  • 7
Work Experience
  • 01/2014 - Present, Founder, FinancialFamilies
    11/2010 - 01/2014, Managing Director, Shore Morgan Young Wealth Strategies
    08/2006 - 11/2009, Compliance, Specialist, Nationwide Insurance
    06/2001 - 08/2006, Staff Financial Advisor, Summit Financial
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, MBA

Firm Information

Advisor's Number of Clients
  • <50

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Flat Fee
Additional Details on Charges
  • FinancialFamilies charges an annual retainer. Financial planning and investment management services are provided for a fully transparent annual fee of $2,400 or $3,600, depending, entirely, on whether or not you are a millionaire!

Education

Bachelor - Biochemistry

Denison University
08/08/1996 -05/15/2000

Masters Business Administration (MBA) -

The Ohio State University
08/24/2004 -05/15/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889889/paladinregistry-FinancialFamilies-detailed-disclosure.html

Disclaimer

FinancialFamilies, LLC ("FinancialFamilies") is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FinancialFamilies in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FinancialFamilies, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.