Peter Mckenna is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Westwood, NJ, with 11 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
Peter Mckenna
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Highland Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
He earned a Master of Business Administration degree with a concentration in Finance from Baruch College of The City University of New York, a Bachelor of Science degree in Public Accounting from the State University of New York, College at Oswego, and a Certificate in Financial Planning from the New York University School of Continuing and Professional Studies. As a Certified Financial PlannerTM professional, Pete has been quoted in local and national media in the areas of personal finance and education planning. His media credits include CNBC digital, the Newark Star-Ledger and NJ MoneyHelp.com.