Nate Nieri
Modern Money Management · San Diego, California
Nate Nieri is a fee-only financial advisor at Modern Money Management in San Diego, California, who holds the CFP, MSBA and MBA credentials. Nate charges a percentage of assets, an ongoing planning fee and hourly fees (ongoing planning from $7,500 a year and $300 an hour) and focuses on retirement planning, pension planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Modern Money Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $7,500 a year · $300 an hour |
| Accepting new clients | Yes |
| Assets under management | $46.2M across 207 accounts |
| Credentials | CFP · MSBA · MBA |
| SEC registration | Investment adviser representative in CA · CRD 6431768 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | modernmoneymanagement.com |
| Profile |
How Nate's firm compares
- Ongoing planning starts at $7,500 a year, above the California median of $6,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
- Modern Money Management's average account is about $223,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Nate
Is Nate Nieri a fee-only financial advisor?
Yes. Nate Nieri is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Nate's firm.
How does Nate charge for financial advice?
Nate charges a percentage of assets, an ongoing planning fee and hourly fees.
How much does Nate charge?
According to Modern Money Management's website, checked October 28, 2026: ongoing planning from $7,500 a year; $300 an hour.
Where is Nate Nieri based?
Nate Nieri is based in San Diego, California.
What does Nate specialize in?
Nate's specialties include retirement planning, pension planning, estate & legacy planning and tax planning. Nate works with early-career professionals, pre-retirees and retirees.
What credentials does Nate Nieri hold?
Nate Nieri holds the CFP, MSBA and MBA credentials.
Is Nate Nieri registered with the SEC?
Yes. Nate Nieri is registered as an investment adviser representative in CA (CRD 6431768), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Modern Money Management manage?
Modern Money Management reports $46.2M across 207 accounts in assets under management.
How do I contact Nate Nieri?
Through Nate's website, modernmoneymanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Modern Money Management 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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