Morgan Stanley
46yrs
Top advisor by experience in Santa Fe
2yrs
Prisma Avery
Financial advisor at Horizons Sustainable Financial Services
Prisma Avery has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Santa Fe, New Mexico. Prisma joined Horizons Sustainable Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 163 advisors with offices in Santa Fe, and one of 148 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeSanta Fe, NM
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$485,458
Advisors at the firm6
States licensed ?1 state
Services through Horizons Sustainable Financial Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowHorizons Sustainable Financial Services, Inc.Current firm
Contact Prisma
(505) 982-9661Horizons Sustainable Financial Services main office Santa Fe, NMOffice · Get directions Facebook pageHorizons Sustainable Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Prisma
Tailored to Prisma’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Prisma
How do I contact Prisma?
Call Horizons Sustainable Financial Services at (505) 982-9661 and ask for Prisma Avery. Prisma works from the Santa Fe, NM office.
How long has Prisma been a financial advisor?
Prisma has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Prisma hold?
Series 65. Tap any license on this page to see what it allows.
Is Prisma a fiduciary?
Prisma is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Prisma paid?
Horizons Sustainable Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Prisma for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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