Hamilton Manor & Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee for hourly billing is generally $250 an hour and fixed fees range from $200 to $15,000 depending on the particular complexities involved.”

Flat or project fee

$200⁠-⁠$15,000

From the same sentence as above.

Annual fee

$2,000⁠-⁠$5,000/yr

“Page 16 of 36 The minimum fixed fee range is generally between $2,000 - $5,000 annually depending on the size, complexity and services offered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hamilton Manor & Associates bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of the Hamilton, Manor & Associates’ fees within five business days of signing the Investment Advisory Contract.”
• “In the event that a client terminates the services they will be entitled to a refund of any unearned fees by subtracting the earned fees from the amount paid up front.”
• “Financial planning fees are payable by check to Hamilton, Manor & Associates, Inc.”

How Hamilton Manor & Associates’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in La Jolla that publish an hourly rate charge less.
• Its flat or project fee of $200-$15,000 spans the California median of $5,000. 72% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in La Jolla that publish a flat or project fee charge less.
• Its annual fee of $2,000-$5,000 is below the California median of $6,250. 26% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in La Jolla that publish an annual fee charge less.

About Hamilton Manor & Associates

• Principal: Keith E. Hamilton
• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

No minimum stated in brochure

Clients

166

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$188,893,099

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155865

Website

khamiltonandassociates.com (opens in new tab)

Phone

(858) 551-1040

Can advise clients in 2 states: California, Washington

Other planners in La Jolla that publish fees

• Canter WealthLa Jolla$7,500⁠-⁠$20,000, $1,875/qtr
• Carter Financial, LLCLa Jolla$350/hr, $1,500⁠-⁠$5,000
• Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
• Coastwise Capital Group, LLCLa Jolla$250/hr
• Financial Alternatives, Inc.La Jolla$300/hr
• Holland Strategic Wealth Advisors LLCLa Jolla$400/hr, Up to $5,000

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