Kathleen
Connors
Better Money Decisions
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About this Advisor
Kathleen Connors is a financial advisor working in Santa Fe, New Mexico who has 1 year of relevant experience. Connors works at Better Money Decisions. Throughout their career, they have worked at Envision Wealth Planning Inc, Trilumina Corporation, Cfv Solar Test Laboratory, Unm Foundation and Better Money Decisions, LLC. Connors holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in New Mexico. Better Money Decisions is an advisory business that has its headquarters in Santa Fe, NM. It has offices in three locations and a total of six advisors. It oversees $198 million in total assets between its 231 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 231 accounts, 20% are held by high-net-worth investors who have at least $1 million in investable assets. Better Money Decisions performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Better Money Decisions can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Better Money Decisions Brokerage Details
$197,887,888
6
231
$856,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Connors Work History
Kathleen has been registered as a financial advisor for 1 years.*
Better Money Decisions, LLC
Envision Wealth Planning Inc
Envision Wealth Planning Inc
Trilumina Corporation
Cfv Solar Test Laboratory
Unm Foundation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathleen Connors to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Better Money Decisions
Santa Fe, NM
Santa Fe, NM
Albuquerque, NM
Scottsdale, AZ
Albuquerque, NM
Albuquerque, NM
Santa Fe, NM
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