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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