George Thomas Padula
GP
CFA · CFP
George Thomas Padula
GP
CFA · CFP

George Thomas Padula

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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George Thomas Padula
GP
George Thomas Padula

Location

535 Boylston Street, Suite 300, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

George volunteers with Dana-Farber Financial Education and Planning, providing pro bono financial education and planning to patients and their families. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Modera Wealth Management, LLC
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Back Bay Financial Group, INC.
August 2008 - December 2010 · 2 yrs 4 mos
The Danforth Associates, INC
August 1998 - July 2008 · 9 yrs 11 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

George’s professional affiliations include the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Boston Security Analysts Society, the Boston Estate Planning Council and CFA® Institute. George has been a featured speaker at seminars and conferences on a variety of investment topics and has been quoted in several national and local publications including: New York Times, Financial Times, Bloomberg Markets, Journal of Financial Planning, Reuters, and The Boston Globe Magazine.

George Thomas Padula
GP
Contact
George Thomas Padula