John Daniel Ebinger
JE
CFA · CFP

John Daniel Ebinger

17 Years of Experience

Firm Information

John Daniel Ebinger
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B

Fee Structure

Financial Plan Fee:From $2,000

Modera's fees are based on assets under management, hourly rates, or fixed fees. Wealth management fees range from 0.15% to 1.00%, and portfolio management fees range from 0.10% to 0.80%. Minimum quarterly fees apply: $2,500-$5,000 for wealth management and $2,000-$4,000 for portfolio management. Stand-alone financial planning fees range from $2,000 and up. Tax preparation fees range from $600-$1,500. Investment monitoring fees range from $5,000 to $50,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

582 Bellerive Road, 4D, Annapolis, MD, 21409

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John Daniel Ebinger
JE
Contact
John Daniel Ebinger
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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Employment History
Current Registrations
Modera Wealth Management, LLC
November 2024 - Present · 1 yr 2 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, LLC Broker
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.
John Daniel Ebinger
JE
Contact
John Daniel Ebinger