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.
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.
Not all financial advisors are organized or incentivized the same, which is why we’re happy to stand apart and offer our partnership with the confidence that we are not only willing, but obligated to act with your best interests in mind.
Modera Financial Planning & Wealth Management
831 East Morehead Street, Suite 760, Charlotte, NC 28202
Fee-Only Financial Planning in Charlotte & Surrounding Areas
Mecklenburg County – Davidson – Huntersville – Matthews – Raleigh – Durham – Concord – Pineville
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
College Planning / Educational Funding
Estate & Trust Planning