Modern Money Management 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 68 individual clients, 24 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 207 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the California median of $6,000.
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | modernmoneymanagement.com |
| [email protected] | |
| Phone | (858) 223-9575 |
Questions about Modern Money Management
How much does Modern Money Management charge?
Modern Money Management publishes these prices: ongoing planning: from $7,500 a year; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
How is Modern Money Management paid?
Modern Money Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Modern Money Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Modern Money Management.
What is the average account at Modern Money Management?
Modern Money Management's average account is about $223,000. That's the assets on its Form ADV divided by its 207 accounts.
What does Modern Money Management specialize in?
Modern Money Management's advisors and website list retirement planning, pension planning, estate & legacy planning and tax planning.
Is Modern Money Management accepting new clients?
Yes, according to Modern Money Management's website, checked October 28, 2026.
Modern Money Management 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 planning | From $7,500 a year |
|---|---|
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"All clients begin with a flat monthly fee of $625" source
"My hourly fee is currently $300 per hour and is prorated in 15-minute increments." source
"All clients begin with a flat monthly fee of $625" source
"the AUM fee starts at 0.90% and is discounted according to the table below." 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 44 |
| High-net-worth clients | 24 |
| Accounts managed | 207 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 311307 |