Suzue Sato
MoneyCafe Advisors · Denver, Colorado
Suzue Sato is a fee-only financial advisor at MoneyCafe Advisors in Denver, Colorado. Suzue focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. MoneyCafe Advisors reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | MoneyCafe Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Languages | Japanese |
| Accepting new clients | Yes |
| Assets under management | $13.6M across 95 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5641830 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.moneycafeadvisors.com |
| Profile |
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Questions about Suzue
Is Suzue Sato a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzue holds no broker registration, and MoneyCafe Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Suzue charge for financial advice?
Suzue's firm, MoneyCafe Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
What languages does Suzue work in?
Besides English, MoneyCafe Advisors offers service in Japanese, according to its website.
Where is Suzue Sato based?
Suzue Sato is based in Denver, Colorado.
What does Suzue specialize in?
Suzue's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning, tax planning, divorce financial planning and small business owners. Suzue works with cross-border families, retirees, pre-retirees, mid-life transitions and divorced individuals.
Is Suzue Sato registered with the SEC?
Yes. Suzue Sato is registered as an investment adviser representative in CO (CRD 5641830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MoneyCafe Advisors manage?
MoneyCafe Advisors reports $13.6M across 95 accounts in assets under management.
How do I contact Suzue Sato?
Through Suzue's website, www.moneycafeadvisors.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
- MoneyCafe Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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