Measured Money Maneuvers is a registered investment advisor located in Solana Beach, California, founded in 2020 and led by Alan Nelson. The firm provides personalized financial planning, project-based financial consulting, comprehensive financial planning, and retirement plan management for employer plan sponsors. Measured Money Maneuvers operates as a fee-only firm, meaning compensation comes solely from clients rather than commissions or product sales. Comprehensive financial planning services include ongoing support and investment management at no additional cost, utilizing modern portfolio theory and building portfolios consisting of stocks, bonds, mutual funds, and exchange-traded funds. The firm helps clients navigate complex financial situations, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies.
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.
