Valeria Cera Primero
Horizons Sustainable Financial Services · Santa Fe, New Mexico
Valeria Cera Primero is a fee-only financial advisor at Horizons Sustainable Financial Services in Santa Fe, New Mexico. Valeria focuses on sustainable & impact investing. Horizons Sustainable Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Horizons Sustainable Financial Services |
|---|---|
| Based in | Santa Fe, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.2M across 314 accounts |
| SEC registration | Investment adviser representative in NM · CRD 7941824 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | deepimpactinvesting.blubrry.net |
How Valeria's firm compares
- Horizons Sustainable Financial Services's average account is about $481,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Valeria
Is Valeria Cera Primero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valeria holds no broker registration, and Horizons Sustainable Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valeria charge for financial advice?
Valeria's firm, Horizons Sustainable Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Valeria Cera Primero based?
Valeria Cera Primero is based in Santa Fe, New Mexico.
What does Valeria specialize in?
Valeria's specialties include sustainable & impact investing.
Is Valeria Cera Primero registered with the SEC?
Yes. Valeria Cera Primero is registered as an investment adviser representative in NM (CRD 7941824), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horizons Sustainable Financial Services manage?
Horizons Sustainable Financial Services reports $151.2M across 314 accounts in assets under management.
How do I contact Valeria Cera Primero?
Through Valeria's website, deepimpactinvesting.blubrry.net.
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
- Horizons Sustainable Financial Services 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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