Better Money Decisions
Better Money Decisions (CRD# 172980) is a financial advisory firm headquartered in Santa Fe, NM. They manage $271,903,360 in 276 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management272MILLION
-
Total Number of Accounts276ACCOUNTS
-
Average Account Value$985,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, MA, MI, NH, NM, OH, OR, TX
Richard Caw (CRD# 2705644) is an Investment Advisor Representative working at Better Money Decisions in Columbus, OH and has over 28 years of experience in the finance industry.
Lorraine Ell (CRD# 1128365) is an Investment Advisor Representative and CEO at Better Money Decisions, a Registered Investment Advisory firm (RIA) in Albuquerque, NM and has over 32 years of experience in the finance industry.
Lea Ann Knight (CRD# 2911144) is an Investment Advisor Representative working at Better Money Decisions in Santa Fe, NM and has over 22 years of experience in the finance industry.
Susan Koe (CRD# 4819343) is an Investment Advisor Representative working at Better Money Decisions in Santa Fe, NM and has over 12 years of experience in the finance industry.