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Modus Advisors

EST. AUM
$601,069,964

CONTACTS
4

CLIENT ACCOUNTS
1,500

Firm Details

Metro area Minneapolis
CRD Number 291204
Website modusadvisors.com
Client types

Overview

Modus Advisors is a financial services firm founded by Tad Weiss in 1985. The company initially operated in a sales-driven environment, using commission-based products to meet client needs. In 1988, Tad Weiss earned the Certified Financial Planner (CFP®) designation, recognizing the value of a comprehensive approach to financial planning. As the industry shifted toward fee-only asset management and comprehensive planning in the 1990s and 2000s, Modus Advisors adjusted its services to align with these changes.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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