William Joseph Hufnell
Investment adviser representative at Modera Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Modera Wealth Management, LLCNov 2024 to now
- Annapolis Financial Services, Llc/bay Point WealthDec 2011 to Nov 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6584640
- Firm CRD
- 155649