Assets Under Management
$326.8M
Number of Clients
322
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$108.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Better Money Decisions, LLC provides comprehensive financial planning and investment management services through their Financial Wellness for Life® (FWL) program. They also offer a standalone financial planning service called Financial Planning Snapshot (FPS). Their investment philosophy emphasizes value, safety, and quality with a focus on risk control.
460 St. Michael'S Drive, Suite 902, Santa Fe, NM, 87505