Thomas Bustamante is a CFP-designated registered investment advisor at Bustamante Financial Planning, based in Santa Fe, NM, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bustamante Financial Planning offers investment advisory services where they review and analyze your existing portfolio and make recommendations for designing an investment portfolio. This service is offered on an hourly fee-only basis. Investment recommendations are limited to an asset allocation model of mutual funds and exchange traded funds (ETFs). If the client wishes continual monitoring of investment assets, then a fee based on a percentage of invested assets may be established.
Location
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bustamante Financial Planning
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
State Registrations1 state
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