J. Scott Kittrell
Modera Wealth Management, LLC · New York, New York
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.
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Specialties
Who they serve
- Retirees
- Physicians
- Executives
- Divorced individuals
- Multi-generational families
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 | $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 |
| Firm size | 238 employees |
| Website | moderawealth.com |
How J. Scott's firm compares
- Modera Wealth Management, LLC's average account is about $825,000, from its Form ADV (assets managed divided by 21,420 accounts).
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Questions about J. Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Modera Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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