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).

Current Firm Details
460 St. Michael's Drive, Suite 902, Santa Fe, NM 87505
http://www.bettermoneydecisions.com
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $985,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MA, MI, NH, NM, OH, OR, TX

Financial Advisors at Better Money Decisions
Showing 1 - 4 of 4 top financial advisors.
1
Richard Caw, financial advisor Santa Fe NM
Richard C. Caw
CRD#: 2705644
460 St. Michael's Drive, Suite 902, Santa Fe, NM 87505

Richard Caw (CRD# 2705644) is an Investment Advisor Representative working at Better Money Decisions in Santa Fe, NM and has over 28 years of experience in the finance industry.

2
Lorraine Ell, financial advisor Midland MI
Lorraine F. Ell
CRD#: 1128365
6207 Whiffletree Ln, Midland, MI 48642

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.

3
Lea Ann Knight, financial advisor Santa Fe NM
Lea Ann G. Knight
CRD#: 2911144
Santa Fe, NM

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.

4
Susan Koe, financial advisor Scottsdale AZ
Susan M. Koe
CRD#: 4819343
14301 N 87th Street, Scottsdale, AZ 85260

Susan Koe (CRD# 4819343) is an Investment Advisor Representative working at Better Money Decisions in Scottsdale, AZ and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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