# J. Scott Kittrell

> J. Scott Kittrell is a fee-only financial advisor at Modera Wealth Management, LLC in New York, New York, who holds the CFP, CFA and ACA credentials. J. Scott charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/j-scott-kittrell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Modera Wealth Management, LLC
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Assets under management (firm):** $17.68B across 21,420 accounts
- **Credentials:** CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Physicians & residents, Equity compensation, Divorce financial planning
- **Works with:** Retirees, Physicians, Executives, Divorced individuals, Multi-generational families
- **Firm size:** 238 employees
- **Website:** https://moderawealth.com

## Frequently asked questions

### Is J. Scott Kittrell a fee-only financial advisor?

Yes. J. Scott Kittrell is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does J. Scott charge for financial advice?

J. Scott charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### Where is J. Scott Kittrell based?

J. Scott Kittrell is based in New York, New York.

### What does J. Scott specialize in?

J. Scott's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, equity compensation and divorce financial planning. J. Scott works with retirees, physicians, executives, divorced individuals and multi-generational families.

### What credentials does J. Scott Kittrell hold?

J. Scott Kittrell holds the CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP and BS credentials.

### How much does Modera Wealth Management, LLC manage?

Modera Wealth Management, LLC reports $17.68B across 21,420 accounts in assets under management.

### How do I contact J. Scott Kittrell?

Through J. Scott's website, moderawealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4810): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://moderawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.