Hamilton Manor & Associates

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Client assets under management

$172,180,771

Clients

166

34% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,037,234

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

Financial planning Portfolio management Hourly consulting

Expertise

Income planning Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial planning fixed fees range from $200 to $15,000 based on complexity; retirement plan consulting fees fixed and negotiated.

Percentage

$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%

Commissions

Investment Advisor Representatives may receive commissions through LPL Financial on securities and insurance products.

Project-based

Hourly consulting fees generally $250/hour, may exceed $250 based on complexity.

Other

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 location

Hamilton Manor & Associates

7979 Ivanhoe Ave., Ste 420

La Jolla CA 92037, United States

Number of offices

Most active in

California · Washington

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 858-551-1040

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.

Income planning Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals

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.

Income planning Business exit / sale strategy Founder/Business Owner Executive Mid-Career Professionals

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