Modern Money Management LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Hourly financial planning engagements are offered at an hourly rate of $300 per hour.”

Monthly fee

$625/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning Monthly Fee $625 This service is provided under a comprehensive financial planning agreement.”

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

How Modern Money Management LLC bills

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

• “This service consists of an ongoing fee that is paid monthly, in arrears, at a rate of $625 per month.”
• “The fee may be negotiable in some instances.”
• “The client may choose to pay MMM’s advisory fee by ACH, credit card, or directly debited for the Client-managed account(s).”

How Modern Money Management LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 36 of the 73 other planners in San Diego that publish an hourly rate charge less.

About Modern Money Management LLC

• Principal: Nathaniel Nieri
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

2% a year

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and security ratings or pricing

Assets managed

$46,234,361

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311307

Website

modernmoneymanagement.com (opens in new tab)

Phone

(858) 223-9575

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