Adam Tafoya
Advisor at Educated Wallet LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Educated Wallet LLC
Location
Albuquerque, NM 87106
Credentials
Series 63, Series 65
Industry experience
11 years
About
Adam Tafoya is the principal of Educated Wallet LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses with 11 years of industry experience. His background includes roles at Kinetic Investment Management, First Heartland, Jukai Investments, and New York Life. He also serves as president of Educated Wallet, an online financial education platform. Educated Wallet serves individual investors, including some high-net-worth clients, providing portfolio management through a sub-advisory arrangement as well as standalone financial planning and consulting. The firm emphasizes investor education through subscription courses and workshops alongside its investment services.
Client services
Based on Educated Wallet LLC
Financial planning
Portfolio management
Educational seminars or workshops
Online educational courses
Expertise
Based on Educated Wallet LLC
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Fee options
Fixed fees for financial planning and consulting services, ranging from $500 to $5,000
Commissions may be earned on insurance products sold by investment adviser representatives acting as insurance agents
Hourly rate of $250 used to calculate pro-rated fees upon termination of financial planning or consulting services
Subscription fees for educational courses for non-clients range from $39 to $99 per month
Account minimum: $10,000 Minimum fee: Minimum fixed fee of $500 generally charged for financial planning and consulting services Fee-only: Financial planning and consulting services offered under fixed fee arrangements ranging from $500 to $5,000
Location
122 Tulane Dr. Se, Ste 11
Albuquerque, NM 87106
Most active in
Adam T has reported serving >5 clients in these states in the last 12 months.
New Mexico
Work history
Educated Wallet LLC
2022 - Present (4 years)
Kinetic Investment Management, Inc.
2020 - Present (6 years)
Kinetic
2020 - Present (6 years)
First Heartland
2019 - 2020 (1 year)
First Heartland Capital Inc
2018 - 2019 (1 year)
Jukai Investments LLC
2017 - 2018 (1 year)
Insurance Brokering
2016 - 2018 (2 years)
Robert F. Kennedy Middle School
2015 - 2016 (1 year)
NYLife Securities Llc
2014 - 2018 (4 years)
NEW YORK LIFE iNSURANCE COMPANY
2013 - 2018 (5 years)
New York LIfe
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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