Alan Nelson is a CFP, ChFC-designated registered investment advisor at Measured Money Maneuvers, based in Solana Beach, CA, with 2 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 4 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Measured Money Maneuvers offers investment management as part of comprehensive financial planning services at no additional cost beyond the recurring fixed planning fee. For employer retirement plan management, Measured Money Maneuvers charges a flat fee of 0.50% of plan assets under management.
Contact
Alan Nelson
Location
Solana Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan works as a Program Manager for Viasat, Inc., which takes up about a third of his time during trading hours. He also volunteers to teach non-advisory related financial literacy courses outside of trading hours.
Employment History
Current Registrations
Measured Money Maneuvers
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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