Modus Advisors
Financial Services • 
Shorewood, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 23505 Smithtown Road, Suite 290, Excelsior, MN 55331, US |
| Phone number | +19529461010 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Strategies |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Modus Advisors
Tad Weiss
President
Modus Advisors Email Formats
Modus Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@modusadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@modusadvisors.com | 66.7% |
{first name}{last name} | johndoe@modusadvisors.com | 33.3% |
About Modus Advisors
Modus Advisors provides fee-only financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com Info@ModusAdvisors.com 952-946-1000
Modus Advisors revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Modus Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Modus Advisors has never raised funding before.
Modus Advisors Tech Stack
Discover the technologies and tools that power Modus Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
France
United Arab Emirates
Frequently asked questions
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