Barry Kaplan is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Atlanta, GA, with 19 years of industry experience. Barry 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 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
Barry Kaplan
Location
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
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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 →Other Business Activities
Barry is a managing partner in two family investment partnerships (since 1983 and 1990) and co-managing member of another (since 2021). He is also a managing member of a family real estate investment entity (since 2006); these activities require minimal time.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Cambridge Wealth Counsel
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
Barry has been quoted or profiled in publications such as the Wall Street Journal, New York Times, Business Week, Bloomberg.com, Smart Money, Kiplinger’s Retirement Report, Consumers Report Money Letter, Dow Jones Newswire, Wealth Manager, Investment News, Investment Advisor, Inside Dentistry, NAPFA Advisor Magazine and many others. Barry had his article “What’s the Best Way for Retirees to Invest Their Nest Egg” published in the Wall Street Journal.