Hamilton L. Norwich, CFP^®

Virtual, PO Box 651122
Sterling, VA 20165-1122

FINANCIAL ADVISOR'S WEBSITE

www.curiousfinancialcounsel.com

(571) 306-2066 CONNECT WITH Hamilton

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

My normal rate is $350/hour for meetings and conversations. We will negotiate a custom flat rate for planning projects such as comprehensive financial plans or estate document reviews.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

No Minimum

My Links

Curious Financial Counsel

Schedule consultation

General

Hamilton Norwich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Sterling, VA and the surrounding communities.

Financial Advisor Overview

Independent, fiduciary financial planning informed by law and psychology. My clients are people who see money as the fuel for the life they want for themselves and their loved ones. The size of your bank account isn’t our main focus--the expansiveness of your happiness, peace, and community of care is the measure of success when we engage in planning together. Serving clients locally in person and virtually nationwide.

Financial Advisor Experience

I earned my JD from the University of Virginia School of Law and practiced law for several years with one of the most prestigious firms in Washington, DC before making a career shift to financial advising in 2012. Between law firm, non-profit, and financial services firms, I have nearly 20 years of experience with tax, employee benefits, financial investments, personal financial planning and risk mitigation, and estate planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Admitted to Bar

Insurance Licenses

Life insurance: Virginia
Fixed annuities: Virginia

Broker-Dealer Disclaimer

I do not currently have active securities or investment registration, but you can check my clean record from when I did at BrokerCheck, CRD 6103280.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Estate Planning, Employee Benefits, Getting Divorced, Government & Military, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

My normal rate is $350/hour for meetings and conversations. We will negotiate a custom flat rate for planning projects such as comprehensive financial plans or estate document reviews.