JH
CFP
JH
CFP
Jason Hamilton
10 Years of Experience
Orange, CA
1 Disclosure
Jason Hamilton is a CFP-designated registered investment advisor at Keep It Simple Financial Planning, based in Orange, CA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 92 clients with $71M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
92 clients
Average Client Portfolio
$774K average
Assets Under Management
$71.2M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion. Minimum annual fee: $12,000 (may be waived).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
134 S. Glassell St., Suite E, Orange, CA, 92866
Get directionsHistory
Regulatory History (1)
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Criminal
December 2001Final Disposition
Employment History
Current Registrations
Keep It Simple Financial Planning
February 2016 - Present · 10 yrs 2 mos
State Registrations4 states
CAFLNYTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.