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Home > Retirement Planners > new mexico > santa fe > BETTER MONEY DECISIONS
BETTER MONEY DECISIONS
460 St. Michael'S Drive
Suite 902
Santa Fe, New Mexico 87505
Tel: 844-507-0961
About BETTER MONEY DECISIONS
BETTER MONEY DECISIONS, formally registered with the SEC as BETTER MONEY DECISIONS. The firm was established in 05/06/2019. They have over 9 offices throughout the country.
BETTER MONEY DECISIONS is a Santa Fe, New Mexico based Financial Planning firm with nearly $326,787,724 assets under management, offering retirement planning & investment advisory services to 925 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172980 |
| SEC# | 801-115227 |
| Assets Managed by Firm | $326,787,724 |
| No. of Clients | 925 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 925 | $326,787,724 |
| Individuals (other than high net worth individuals) | 230 | $129,640,408 |
| High net worth individuals | 85 | $194,715,610 |
| Charitable organizations | 7 | $2,431,706 |
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