Trent Hamilton (CFP®, EA)

Trent Hamilton focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Trent Hamilton, CFP® and EA, is a fee-only financial advisor serving clients in the Austin and Houston areas. He specializes in special needs financial planning, along with investment management and tax planning and preparation. Offering both comprehensive financial planning and flexible hourly services, Trent believes a well-crafted financial plan is a valuable tool that everyone can benefit from, no matter their circumstances or goals.

Additional Information

Special Needs Financial Planner at Hamilton Financial Planning. Tax preparation and Investment management.

NAPFA Start Date

October 08, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Williams Tower 2800 Post Oak Blvd, Suite 4100 Houston, TX 77056 Phone: (346) 200-4440

Other Offices

1202 Lakeway Dr Ste 7 Austin, TX 78734-4471 Phone: (512) 261-0808 Fax: (888) 581-6007