Roy Scott Hamilton
Investment adviser representative at Creative Planning
13 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Creative Planning, LLCDec 2025 to now
- Cetera Wealth Services, LLCOct 2024 to Dec 2025
- Sageview AdvisoryMar 2024 to Jan 2026
- Sageview Advisory Group, LLCMar 2024 to Jan 2026
- Charles Schwab & Co., Inc.Jan 2023 to Feb 2024
- UnemployedSep 2022 to Jan 2023
- Military ServiceSep 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7667267
- Firm CRD
- 105348