Advisor at Buck Wealth Strategies, LLC
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
Buck Wealth Strategies, LLC
Location
Rio Rancho, NM 87124
Credentials
Series 63, Series 65
Industry experience
3 years
Allison Betts is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at New York Life Insurance Company and NYLIFE Securities LLC, and currently maintains roles with E.A. Buck Financial Services and Madison Avenue Securities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets through a multi-advisor team.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
481 Quantum Rd Ne
Rio Rancho, NM 87124
New Mexico
E.A. Buck Financial Services
2024 - Present (2 years)
Madison Avenue Securities
2024 - Present (2 years)
Buck Wealth Strategies
2024 - Present (2 years)
NYLIFE Securities LLC
2022 - 2024 (2 years)
New York Life Insurance Company
2019 - 2024 (5 years)
Dillard's
2018 - 2020 (2 years)
Self - Moved from Boston area to Albuquerque.
2018 - 2018 (1 year)
Eileen Fisher Company Store
2012 - 2018 (6 years)
Magnolia Tree LLC
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
CFP®, PFS™, Series 66
Albuquerque, NM
Meridian Wealth Advisors, LLC
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