Adam Tafoya
Adam Tafoya is a registered investment advisor at Educated Wallet LLC, based in Albuquerque, NM, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 94 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Educated Wallet uses AE Wealth Management as a sub-advisor for asset management. The annual fee paid to Educated Wallet is 1.00% of your portfolio. AE Wealth Management also charges a separate fee, and your maximum annual fee will never exceed 1.65%. This fee is negotiable based on several factors. There is a client account minimum of $10,000.
Location
122 Tulane Dr. Se, Ste 11, Albuquerque, NM, 87106
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Regulatory History (1)
Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Adam is the President of Educated Wallet, LLC, an online financial education platform, dedicating about a quarter of his time to developing educational content. Adam also works as an insurance agent since 2013, offering insurance products and services.
Employment History
Current Registrations
Educated Wallet LLC
Previous Registrations
Kinetic Financial
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.