AC
AC

Amanda Cram

2 Years of Experience
Albuquerque, NM

Amanda Cram is a registered investment advisor at Be Brave Not Broke LLC, based in Albuquerque, NM, with 2 years of industry experience. Amanda 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, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

For clients seeking a financial plan and help putting it into action and staying on track over time, fees typically range from $3,600 to $12,000 per year, paid monthly. This includes the initial plan, implementation support, regular check-ins, and annual reviews.

  • Standalone Financial Plan: For clients seeking a focused, one-time financial plan, fees range from $2,500 to $10,000, based on complexity.
  • Project-Based Financial Planning: BBNB charges an hourly fee of $300 for project-based financial planning.
Annual Retainer:$3,600 - $12,000/year
One-Time Plan:$2,500 - $10,000
Hourly Rate:$300/hr
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Location

Albuquerque, NM

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amanda owns Sunrise Accounting Solutions LLC, which provides accounting and bookkeeping services to small businesses since 2019. Amanda dedicates about half of her time to this business, with the majority of those hours occurring during securities trading hours.

Employment History
Current Registrations
Be Brave Not Broke LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NM
Advisor

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.

Exams
No exam information available for this advisor.