CFA · CFP
CFA · CFP
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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Contact
John Daniel Ebinger
Location
582 Bellerive Road, 4D, Annapolis, MD, 21409
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Bay Point Wealth
March 2018 - November 2024 · 6 yrs 8 mos
Lincoln Financial Advisors Corporation
October 2017 - February 2018 · 4 mos
Lincoln Financial Advisors CorporationBroker
October 2017 - February 2018 · 4 mos
Sherman Wealth Management LLC
March 2017 - April 2017 · 1 mo
Symmetry Partners
December 2011 - March 2017 · 5 yrs 3 mos
MML Investors Services, LLCBroker
February 2008 - June 2011 · 3 yrs 4 mos
Avondale Partners, LLCBroker
July 2007 - January 2008 · 6 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Contact
John Daniel Ebinger