A complete list of active advisors currently associated with Modus Advisors, LLC

Warmer can help you find a great advisor at Modus Advisors, LLC or one who fits your needs even better.

Modus Advisors works with individuals (including high net worth clients), trusts, pension and corporate plan sponsors, and other business entities, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm also delivers separately managed account options through Schwab’s Managed Account programs and may use sub‑advisors to implement client strategies. Portfolios are tailored and monitored regularly, constructed from individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, with periodic rebalancing and the ability to place reasonable client restrictions. The firm discloses the use of options and other derivatives in client accounts — including within separately managed accounts offered through Schwab’s programs — and discusses related risks such as covered calls, margin use, and options expiration dynamics. Modus’s brochure highlights several features that distinguish it from many peers: it explicitly addresses political risks and material risks tied to security‑backed lines of credit and artificial intelligence, discloses use of AI tools for meeting recording and transcription (with an opt‑out option), and provides a relatively broad planning offering (including tax planning, cost segregation studies, and corporate structure advice). The firm’s combination of derivative use in SMAs, assistance with SBLOC applications (with attendant conflict disclosures), and integration with multiple Schwab advisory platforms is less common among comparable team advisors.

To learn more about the advisors currently working at Modus Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.