PlannerFees

Measured Money Maneuvers fees and pricing

Financial planner in Solana Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 12, 2026, Measured Money Maneuvers charges $250⁠-⁠$350 an hour, a flat or project fee of $2,500⁠-⁠$10,000, and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$350/hr
“Our hourly rate ranges from $250 to $350 per hour.”
Flat or project fee
$2,500⁠-⁠$10,000
“Fixed fee rates range from $2,500 to $10,000.”
Annual fee
$3,600/yr
“Our minimum annual fee is $3,600, which may be waived at MMM’s discretion.”

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

How Measured Money Maneuvers bills

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

  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are paid monthly in arrears, ranging from $300 to $1,500.”

How Measured Money Maneuvers’ fees compare

  • Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Solana Beach that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Solana Beach that publish a flat or project fee charge less.
  • Its annual fee of $3,600 is below the California median of $6,250. 28% of the 224 other California planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Solana Beach that publish an annual fee charge less.

About Measured Money Maneuvers

“We offer Investment Management, Financial Planning, Educational Seminars and Retirement Plan Management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Alan Nelson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA, ChFC®, and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
3% a year
Minimum
$3,600 minimum fee (stated in brochure)
Clients
4
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$1,333,010
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329939
Website
instagram.com/measuredmoneymaneuvers (opens in new tab)
Phone
(858) 432-9440

Other planners in Solana Beach that publish fees

Compare all 7 planners in Solana Beach

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