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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Location
Century Plaza Building, 100 North Cherry Street, Suite 505, Winston-Salem, NC, 27101
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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 →Other Business Activities
Judson is the owner of Master the Green, LLC, an educational business focused on marketing and sales of a personal finance book. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Modera Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Parsec Financial
August 2018 - April 2023 · 4 yrs 8 mos
Rkl Wealth Management LLC
January 2016 - July 2018 · 2 yrs 6 mos
Sterling Financial Advisors, LLC
May 2015 - February 2016 · 9 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.