Modera Wealth Management, LLC fees and pricing
Financial planner in Westwood, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Modera Wealth Management, LLC charges a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“Notwithstanding the foregoing, we can charge a minimum quarterly fee of $2,500 for retirement plan services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modera Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In such cases the annual management fee payable will be assessed gross of margin such that the market value of the client’s account and corresponding fee payable by the client to us will be increased.”
- “Our fee is calculated based on the market value of the client’s portfolio on the last business day of each quarter and assessed quarterly in advance.”
- “Our fee is calculated based on the market value of the client’s portfolio on the last business day of each quarter and assessed quarterly in advance.”
About Modera Wealth Management, LLC
“We provide wealth management, portfolio management, investment consulting/investment monitoring services, retirement plan consulting/management services and financial planning and consulting services, and business coaching services.”
- Firm size: 238 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 5,918
- Employees
- 238
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $17,678,214,162
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 155649
- Phone
- (201) 768-4600
Can advise clients in 44 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.