Tim Hamilton

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About Tim Hamilton

Prior to founding FinancialFamilies, in 2014, Tim Hamilton rose to the Managing Director level, through eight years with two boutique wealth management firms. Three additional years with a Fortune 100 financial services corporation, based in Central Ohio, broadened industry exposure.

As a Certified Financial Planner (CFP^®) and member of the National Association of Personal Financial Advisors (NAPFA), with a Master of Business Administration (MBA) Degree from The Ohio State University Fisher College of Business and a Bachelor's Degree in Biochemistry from Denison University, Tim established FinancialFamilies with a desire to provide fiduciary, fee-only financial advice to loving households, primarily of Central Ohio.

When Tim is not in the office, he enjoys spending time with his own college-bound family, pursuing travel, golf, history, and basic leisure together. From his family to yours, he wishes you much success each passing day.

See Disclosures

General Information

Firm Start Year

2014

No. of Employees

CRD#

5153936

Firm CRD#

170373

Name of Custodial Firm

Pershing

Years of Experience in Financial Services

Number of Years with Current Firm

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

Acknowledged fiduciary

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

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.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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FinancialFamilies