# Alan Nelson

> Alan Nelson is a fee-only financial advisor at Measured Money Maneuvers LLC in Solana Beach, California, who holds the CFP, ChFC and MBA credentials. Alan charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $2,500) and focuses on equity compensation, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/alan-nelson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Measured Money Maneuvers LLC
- **Based in:** Solana Beach, California
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; one-time plans from $2,500; $250 an hour
- **Assets under management (firm):** $1.3M across 29 accounts
- **Credentials:** CFP, ChFC, MBA
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Tech employees
- **CRD:** 7864430 (https://adviserinfo.sec.gov/individual/summary/7864430)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://measuredmoneymaneuvers.com

## Frequently asked questions

### Is Alan Nelson a fee-only financial advisor?

Yes. Alan Nelson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.

### How does Alan charge for financial advice?

Alan charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Alan charge?

According to Measured Money Maneuvers LLC's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $2,500; $250 an hour.

### Where is Alan Nelson based?

Alan Nelson is based in Solana Beach, California.

### What does Alan specialize in?

Alan's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Alan works with tech employees.

### What credentials does Alan Nelson hold?

Alan Nelson holds the CFP, ChFC and MBA credentials.

### Is Alan Nelson registered with the SEC?

Yes. Alan Nelson is registered as an investment adviser representative in TX (CRD 7864430), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Measured Money Maneuvers LLC manage?

Measured Money Maneuvers LLC reports $1.3M across 29 accounts in assets under management.

### How do I contact Alan Nelson?

Through Alan's website, measuredmoneymaneuvers.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alan-nelson-35127): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://measuredmoneymaneuvers.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.