Hamilton Manor & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$172,180,771
Clients
166
Advisors
2
of 5 employees
About
Hamilton, Manor & Associates works primarily with individual and high‑net‑worth clients, as well as trusts, small businesses and employer retirement plans, providing investment management, financial planning, retirement plan consulting, and wealth and tax planning services. The firm delivers fee‑based portfolio management and tailored planning engagements to a client base of individual investors and institutions.
The firm follows a research‑driven asset allocation process that combines institutional market commentary with third‑party money manager selection, regular portfolio reviews, and rebalancing. It offers both discretionary and non‑discretionary account arrangements across multiple LPL‑sponsored platforms (OMP, PWP, MWP, MAS, MAN) and operates a sponsor‑managed wrap fee program.
Notable departures from many peers include the firm’s sponsorship of its own wrap fee program and its advisors’ dual roles as registered representatives of an unaffiliated broker/dealer and licensed insurance agents, which enables sales of commission products and insurance in addition to advisory services. The firm also highlights integrated tax and estate planning capability (including CFP and tax preparer credentials) and reports a substantial portion of assets managed non‑discretionarily, with approximately $189 million in AUM supporting about 166 client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees range from $200 to $15,000 based on complexity; retirement plan consulting fees fixed and negotiated.
$0 - $500,000: Negotiable up to 1.5% $500,001 - $1,000,000: Negotiable up to 1.5% $1,000,000 - $5,000,000: Negotiable up to 1.5% $5,000,001+: Negotiable up to 1.5%
Investment Advisor Representatives may receive commissions through LPL Financial on securities and insurance products.
Hourly consulting fees generally $250/hour, may exceed $250 based on complexity.
Account minimum: $0.00 Fee-only: Financial planning fees generally fixed or hourly; hourly fees generally $250/hour; fixed fees range from $200 to $15,000; retirement plan consulting fixed fees generally $2,000 - $5,000 annually.
Main office
7979 Ivanhoe Ave., Ste 420
La Jolla CA 92037
Advisors at this office
2
Most active in
California · Washington
Also doing business as
Hamilton And Associates · Hamilton Manor & Associates · Hamilton, Keith · Hamilton, Manor And Associates · Keith Hamilton, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Nathan M
CFP®, Series 66
La Jolla, CA
Hamilton Manor & Associates
Nathan Manor is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Hamilton Manor & Associates in La Jolla, CA. He has been with Hamilton & Associates since 2014 and has concurrent experience with LPL Financial since 2014. Outside of his advisory duties, he is also a commissioned notary public. Hamilton Manor & Associates primarily serves individual and high-net-worth clients, offering retirement plan consulting, business planning, portfolio management, and financial planning services. The firm utilizes a range of third-party research and model portfolios, providing both discretionary and non-discretionary management, and is notable for sponsoring a wrap fee program and offering access to multiple LPL-sponsored model platforms.
Keith H
CFP®, Series 63
La Jolla, CA
Hamilton Manor & Associates
Keith Hamilton is a CFP® professional with 39 years of industry experience. He has been with Hamilton Manor & Associates since 2009 and has worked with LPL Financial, LLC since 1995. His background includes tax preparation services in addition to his financial advisory work. Hamilton Manor & Associates serves individual and high-net-worth clients, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of research providers and third-party managers to construct asset allocation models and offers both discretionary and non-discretionary management.
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