Thomas Orecchio is a CFA, CFP, ChFC-designated registered investment advisor at Modera Wealth Management, LLC, based in Westwood, NJ, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 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
Thomas Orecchio
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.
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Thomas serves as a trustee for a close personal friend's trust since 2021. This involves administrative tasks, investment decisions, and distributions, taking a few hours per week, some of which are during trading hours.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Modera Wealth Management
State Registrations1 state
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
Tom received his B.A. in Government and Law from Lafayette College. He went on to earn some of the most recognized credentials in the industry. Tom holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He also is a Chartered Financial Consultant®, a Chartered Life Underwriter® and an Accredited Investment Fiduciary. Tom demonstrated his leadership and commitment to fiduciary standards in the industry by serving as Chairman of the National Association of Personal Financial Advisors (NAPFA) (2007 -2008), a national board member (2004-2008), and currently is a NAPFA-Registered Financial Advisor. He is an active member of the CFA® Institute, the National CEO Study Group, the 20/20 National Study Group, and the Northeast Advisory Board for Layfette College. Tom also serves as a Board Member of the Finance Committee of the Cathedral of Saint John The Theologian and Northvale PAL, Inc. Tom Orecchio was the recipient of the 2013 NAFPA Robert J. Underwood Distinguished Service Award.