Coleman Advisory
45yrs
Top advisor by experience in Asheville
New
Omar Smith is a fiduciary financial advisor in Asheville, North Carolina, registered since Aug 2026. Omar has been with Modera Wealth Management since 2026. Modera Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 277 advisors with offices in Asheville, and one of 257 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office6 Wall Street, Asheville, NC 28801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.73 million
Advisors at the firm135
States licensed ?1 state
Services through Modera Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowModera Wealth Management, LLCCurrent firm
Contact Omar
(201) 768-4600Firm headquarters in Westwood, NJ. Ask for Omar. 6 Wall StreetAsheville, NC 28801Office · Get directions Facebook pageModera Wealth Management
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Questions to ask Omar
Tailored to Omar’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Omar
How do I contact Omar?
Call Modera Wealth Management at (201) 768-4600 and ask for Omar Smith. Omar works from the Asheville, NC office.
How long has Omar been a financial advisor?
Omar is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Omar hold?
Series 65. Tap any license on this page to see what it allows.
Is Omar a fiduciary?
Omar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Omar paid?
Modera Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Omar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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