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Firm

Measured Money Maneuvers LLC

Solana Beach, California

Fee-only

Measured Money Maneuvers LLC at a glance

  • One of 1,191 fee-only firms based in California in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 4 individual clients.
  • Its average account is about $46,000 (assets it manages divided by its 29 accounts).
  • Its ongoing planning fee starts at $3,600 a year, below the California median of $6,000.
  • Its hourly rate of $250 is below the California median of $300.

Specialties Equity compensation · Retirement planning · Tax planning · Estate & legacy planning

Works with Tech employees

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Based inSolana Beach, California
Websitemeasuredmoneymaneuvers.com
Phone(113) 505-5396

Measured Money Maneuvers LLC fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

Ongoing planningFrom $3,600 a year
One-time planFrom $2,500
Hourly$250 an hour
How it chargesFlat fee · Hourly · Ongoing planning fee · One-time plans or projects

In the firm's words

"Single starting at $3,600 annually." source
"Starting at $2,500 for singles, $3,000 for married." source
"$250 per hour." source
"Fee-only: Straight-forward fixed fee. No commissions. No product sales." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$1 million
Individual clients4
Accounts managed29
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 12, 2026
SEC recordCRD 329939

Advisors at this firm (1)