Richard
Caw
Better Money Decisions
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About this Advisor
Richard Caw is a certified financial planner based in Santa Fe, New Mexico. Caw is on the advisory team at Better Money Decisions. Their career trajectory has included roles at The Sherrington Group and Better Money Decision. Caw holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Ohio. Better Money Decisions is a company operating out of Santa Fe, NM. It has offices in three locations and a total of six people on staff. It controls $198 million in assets under management among its 231 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 231 client accounts, 20% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Better Money Decisions likely consist 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
Richard Caw Work History
Richard has been registered as a financial advisor for 0 years.*
Better Money Decision
The Sherrington Group
*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 Richard Caw 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
Albuquerque, NM
Scottsdale, AZ
Albuquerque, NM
Santa Fe, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
