Firm
Modera Wealth Management, LLC
New York, New York
Fee-only
Modera Wealth Management, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 238 employees and 5,918 individual clients, 3,443 of them high net worth.
- Its average account is about $825,000 (assets it manages divided by its 21,420 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | moderawealth.com |
| [email protected] | |
| Phone | (917) 410-3328 |
Modera Wealth Management, LLC fees
Modera Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, hourly, ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $17.7 billion |
| Individual clients | 2,475 |
| High-net-worth clients | 3,443 |
| Accounts managed | 21,420 |
| Employees | 238 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-71973) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 155649 |