Alan A. Nelson
AN
CFP · ChFC
Alan A. Nelson
AN
CFP · ChFC

Alan Nelson

1 Year of Experience
Solana Beach, CA

Alan Nelson is a CFP, ChFC-designated registered investment advisor at Measured Money Maneuvers, based in Solana Beach, CA, with 1 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 4 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$333K average
Assets Under Management
$1.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Comprehensive financial planning from Measured Money Maneuvers includes investment management at no additional cost.

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Alan A. Nelson
AN
Alan Nelson

Location

Solana Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
April 2024 - Present · 2 yrs
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
Alan A. Nelson
AN
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Alan Nelson