Alan Nelson
Measured Money Maneuvers LLC · Solana Beach, California
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.
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Specialties
Who they serve
- Tech employees
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 | $1.3M across 29 accounts |
| Credentials | CFP · ChFC · MBA |
| SEC registration | Investment adviser representative in TX · CRD 7864430 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | measuredmoneymaneuvers.com |
| Profile |
How Alan's firm compares
- Ongoing planning starts at $3,600 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, in line with the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Measured Money Maneuvers LLC's average account is about $46,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Measured Money Maneuvers LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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