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They include 184 individual clients, 162 high-net-worth individuals and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Modus Advisors offer?","answer":"Modus Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Modus Advisors use?","answer":"Modus Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $577M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Modus Advisors have?","answer":"Modus Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Modus Advisors invest in?","answer":"At the end of its last fiscal year, Modus Advisors’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 7% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Modus Advisors?","answer":"Modus Advisors’ direct owners are Tad Weiss (50% to 75%), Kari Haanstad (25% to 50%), Margaret Swanson (5% to 10%) and Peter Weiss (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Modus Advisors get paid?","answer":"Modus Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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