Kristina Alley
Santa FE Advisors · Santa Fe, New Mexico
Kristina Alley is a fee-only financial advisor at Santa FE Advisors in Santa Fe, New Mexico, who holds the CFP credential. Santa FE Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Santa FE Advisors |
|---|---|
| Based in | Santa Fe, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $116.1M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 2908861 |
| Exams passed | Series 63 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.santafeadvisorsllc.com |
| Profile |
How Kristina's firm compares
- Santa FE Advisors's average account is about $769,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Kristina
Is Kristina Alley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristina holds no broker registration, and Santa FE Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristina charge for financial advice?
Kristina's firm, Santa FE Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristina Alley based?
Kristina Alley is based in Santa Fe, New Mexico.
What credentials does Kristina Alley hold?
Kristina Alley holds the CFP credential.
Is Kristina Alley registered with the SEC?
Yes. Kristina Alley is registered as an investment adviser representative in NM and TX (CRD 2908861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Santa FE Advisors manage?
Santa FE Advisors reports $116.1M across 151 accounts in assets under management.
How do I contact Kristina Alley?
Through Kristina's website, www.santafeadvisorsllc.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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