user avatar

Quintarius Na'quinte Ketrell Queen

Advisor at Modera Wealth Management, LLC — Atlanta, GA Glenridge Highlands One

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

4 years

Location

Atlanta, GA 30342

Modera Wealth Management, LLC logo

Modera Wealth Management, LLC

Multi-team

Total advisors

137

Across 28 offices

Clients per advisor

43 Low

Avg AUM per client

$2,734,927 Very High

HNW client ratio

58% Very High

About

Quintarius Queen is a CFP® professional with four years of industry experience, currently advising at Modera Wealth Management, LLC in Atlanta, GA. His prior roles include positions at Tapfin/EY and several advisory firms. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning, complemented by in-house accounting and tax services. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers a range of investment options, including private placements and option strategies, supported by enterprise-scale operations and integrated ancillary services.

Client services

Based on Modera Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Modera Wealth Management, LLC

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Modera Wealth Management, LLC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Stand-alone financial planning fees generally start at $1,500; business coaching fees start at $3,500 annually.

Percentage

$0 - $2,000,000: 1.00% annually (wealth management services) $2,000,001 - $5,000,000: 0.75% annually (wealth management services) $5,000,001 - $10,000,000: 0.55% annually (wealth management services) $10,000,001 - $25,000,000: 0.45% annually (wealth management services) $25,000,001 - $50,000,000: 0.35% annually (wealth management services) $50,000,001+: 0.25% annually (wealth management services) $0 - $2,000,000: 0.80% annually (portfolio management services) $2,000,001 - $5,000,000: 0.60% annually (portfolio management services) $5,000,001 - $10,000,000: 0.45% annually (portfolio management services) $10,000,001 - $25,000,000: 0.35% annually (portfolio management services) $25,000,001 - $50,000,000: 0.30% annually (portfolio management services) $50,000,001+: 0.20% annually (portfolio management services) $0 - $2,000,000: 0.80% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $2,000,001 - $5,000,000: 0.60% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $5,000,001 - $10,000,000: 0.45% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $10,000,001 - $25,000,000: 0.35% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $25,000,001 - $50,000,000: 0.30% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $50,000,001+: 0.20% annually (Trustee Directed Investment Fiduciary and Retirement Plan Consulting services) $0 - $2,500,000: 0.50% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services) $2,500,001 - $5,000,000: 0.25% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services) $5,000,001 - $10,000,000: 0.20% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services) $10,000,001 - $15,000,000: 0.15% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services) $15,000,001 - $25,000,000: 0.10% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services) $25,000,001+: 0.05% annually (Participant Directed Investment Fiduciary and Retirement Plan Consulting services)

Project-based

Hourly and/or fixed fees for consulting and financial planning services; specific amounts not clearly stated.

Subscriptions

Business coaching services may be charged as recurring annual fees, starting at $3,500, payable quarterly in advance.

Other

Minimum fee: Minimum quarterly fees: $3,000 for wealth management, $2,500 for portfolio management, $2,500 for retirement plan services; fees may be waived or negotiated. Fee-only: Fees based on assets under management; hourly and fixed fees available for consulting and planning.

Location

See office

Atlanta, GA Glenridge Highlands One

Glenridge Highlands One, 5555 Glenridge Connector Suite 150

Atlanta GA 30342

Advisors at this office

8

Most active in

Georgia

Work history

4 years of industry experience

Modera Wealth Management, LLC

2026 - Present • 1 year

Westwood, NJ

Unemployed

2026 - 2026 • 1 year

Decatur, GA

Tapfin/EY

2024 - 2026 • 2 years

New Orleans, LA

CWM, LLC dba Carson Partners

2023 - 2024 • 1 year

Baton Rouge, LA

Cetera Advisor Networks, LLC

2023 - 2024 • 1 year

El Segundo, CA

The Olivier Group, LLC

2023 - 2024 • 1 year

Baton Rouge, LA

The CLEVER Group

2022 - 2024 • 2 years

Thibodaux, LA

Northwestern Mutual Investment Services LLC

2022 - 2022 • 1 year

Baton Rouge, LA

Unemployed

2022 - 2022 • 1 year

Baton Rouge, LA

Equitable Advisors

2021 - 2022 • 1 year

Atlanta, GA

Nicholls State University

2021 - 2021 • 1 year

Thibodaux, LA

CLEVER Sports Group

2020 - 2021 • 1 year

Thibodaux, LA

Hollywood Casino

2019 - 2020 • 1 year

Baton Rouge, LA

Guardian Financial Services

2019 - 2019 • 1 year

Baton Rouge, LA

Louisiana State University

2017 - 2019 • 2 years

Baton Rouge, LA

Louisiana State University

2015 - 2019 • 4 years

Baton Rouge, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ben L

CFP®

Atlanta, GA

Lock Wealth Management

Benjamin Loughery is a CFP® with 10+ years of industry experience, and owner of Lock Wealth Management. He previously worked at Invesco and Capital Group.

Business ownership considerations Cash flow / budgeting General retirement planning Income planning Founder/Business Owner Retired Established Professionals

William C

Series 65

Atlanta, GA

LKL Advisors

William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Equity compensation tax strategy College savings (529s, UTMA, etc.) General retirement planning Technology Professional Financial Professional Consultant Attorney HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Kurt B

CFP®, Series 66

Atlanta, GA

Brucker Wealth

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

General tax planning Retirement income strategy General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive Technology Professional Christian Faith Based Married/Couples/Partners Mid-Career Professionals Established Professionals Values-based investing

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired

Jackson E

Series 63, Series 65, Series 7

Atlanta, GA

Bison Wealth, LLC

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)