Adam Tafoya
Educated Wallet · Albuquerque, New Mexico
Adam Tafoya is a fee-only financial advisor at Educated Wallet in Albuquerque, New Mexico. Educated Wallet reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Educated Wallet |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Assets under management | $12.6M across 107 accounts |
| SEC registration | Investment adviser representative in NM · CRD 6226541 |
| Exams passed | Series 63 (2014) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.educatedwallet.com |
| Profile |
How Adam's firm compares
- Educated Wallet's average account is about $118,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Adam
Is Adam Tafoya a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Educated Wallet reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Educated Wallet, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is Adam Tafoya based?
Adam Tafoya is based in Albuquerque, New Mexico.
Is Adam Tafoya registered with the SEC?
Yes. Adam Tafoya is registered as an investment adviser representative in NM (CRD 6226541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Educated Wallet manage?
Educated Wallet reports $12.6M across 107 accounts in assets under management.
How do I contact Adam Tafoya?
Through Adam's website, www.educatedwallet.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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