seller-profile

Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

Connect with Tim

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

I work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Advice & Consulting, 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, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

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®, 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

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.