Hamilton Manor & Associates
SEC RegisteredExperienced Trustworthy Comprehensive Proactive
About the firm
Hamilton, Manor & Associates is a comprehensive tax and wealth management firm that exists to provide guidance for clients to help them progress toward their personal financial goals. The firm was founded in 1986 and is committed to staying current on applicable legislation and financial markets to proactively help clients make informed decisions about their financial matters.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive tax and wealth management strategies for individuals and families to navigate complex financial systems and plan for the future, as well as strategies for business owners designed to alleviate income and estate tax issues.
Who they serve
Individuals, families, and business owners seeking financial planning, tax, and wealth management strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110 | $44M |
| High Net Worth Individuals | 56 | $128M |
| Charitable Organizations | 4 | $14M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 - $500,000 | 1.50% |
| Next $500,001 - $1,000,000 | 1.50% |
| Next $1,000,000 - $5,000,000 | 1.50% |
| More than $5,000,000 | 1.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hamilton Manor & Associates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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