Modera Wealth Management, LLC is an independent, fee-only fiduciary wealth management firm with a Broward County office in Plantation, Florida. The firm serves retirees, public employees, and high-net-worth households with comprehensive retirement planning, Florida Retirement System (FRS) pension and DROP analysis, tax-aware investment management, and estate planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Modera Wealth Management Plantation Office Webpage
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-71973; independent fee-only Registered Investment Adviser operating under a fiduciary standard.
Issuer: Certified Financial Planner Board of Standards
Notes: Plantation wealth managers hold CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.
Factual details and direct answers about Modera Wealth Management, LLC's services, licensing, and credentials.
Is Modera Wealth Management a fee-only fiduciary firm?
Yes, Modera Wealth Management (CRD #155649, SEC File #801-71973) is a 100% fee-only Registered Investment Adviser that never accepts commissions or third-party sales compensation.
Does Modera Wealth Management advise on the Florida Retirement System (FRS)?
Yes, the Plantation advisory team advises Florida public-sector retirees on FRS Pension vs. Investment Plan elections, Deferred Retirement Option Program (DROP) payouts, and tax-efficient rollovers.
Where is Modera Wealth Management's Plantation office located?
The office is located at 1250 South Pine Island Road, Suite 275, Plantation, FL 33324.
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