Our Team

Fee-Only Financial Planners in Charlotte, NC

Modera is committed to providing you with a broad range of services to address your entire financial life. Our North Carolina location offers fee-only financial planning in Charlotte and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.

Proudly an Independent, Fee-Only, Fiduciary Wealth Management Firm

We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.

Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisers.

What is a fee-only financial planner?

A fee-only financial planner is a financial planner who only accepts payment for time and advice, never accepting commissions or other forms of compensation for product sales. By maintaining a fee-only structure, we act as a fiduciary for our clients and only provide objective advice in their best interest. Our team of fee-only financial planners in Charlotte have a fiduciary duty to their clients and want to make your financial goals a reality.

As a fiduciary, Modera is required to provide objective advice and a commitment to the highest level of ethics.

As an independently-owned organization, we are unaffected by the influence of shareholders or other third parties. Under our ownership structure, we are owned by a corporation of which ten Modera employees, all of whom are wealth managers, are the sole owners.

Our staff and colleagues at Modera in Charlotte, North Carolina regularly participate in fundraising and charity events to support and empower their local community. Modera North Carolina purchased gifts for Kids First of the Carolinas, making their wishes come true. Kids First of the Carolinas is a non-profit organization that provides local children with Easter, Christmas, and Thanksgiving dinner, and supports local children through back-to-school and holidays.

Anitha Fiest was an assistant troop leader at her daughters’ Girl Scout troop, and volunteered time and donations to the local food bank, Bright Blessing, Room at the Inn, and other charitable foundations.

Anitha Fiest is also a coach for Girls on the Run, which empowers young girls to pursue their dreams and become strong women through providing a place for dynamic discussion to help girls develop essential life skills.

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Modera Financial Planning & Wealth Management

831 East Morehead Street, Suite 760, Charlotte, NC 28202
(704) 358-3322

Fee-Only Financial Planning in Charlotte & Surrounding Areas

Mecklenburg County – Davidson – Huntersville – Matthews – Raleigh – Durham – Concord – Pineville

Our Services

Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.

  • Comprehensive Financial Planning

  • Tax Planning

  • Retirement Planning

  • Insurance Planning

  • College Planning / Educational Funding

  • Estate & Trust Planning

  • Investment Planning

Giving Back to our Community

We show our commitment to our communities and local organizations by dedicating our time, financial support, and in-kind donations.