Financial Advisors
Sun Loan Company
Financial Advisor serving Taos, New Mexico
📍 710, Paseo del Pueblo Sur, Taos, NM, 87571
📍 710, Paseo del Pueblo Sur, Taos, NM, 87571
About Sun Loan Company
Sun Loan Company is a financial advisor located in Taos, New Mexico. As a local financial advisor, they serve Taos and surrounding communities in New Mexico. Contact them through ProHorizon for a free quote.
Financial professionals in Taos should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Mexico securities regulator before sharing any financial information.
💰 What Financial Advisors Cost in Taos
Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year
Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Taos may vary based on the scope of work and provider.
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✅ Tips for Hiring Financial Advisors in Taos
✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers
Frequently Asked Questions
How much does a financial advisor cost in Taos?
Financial Advisors in Taos typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Taos?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Taos to choose from.
Does Sun Loan Company offer free quotes?
Contact Sun Loan Company directly to ask about free estimates. You can also request a quote through ProHorizon.