# Dalton Herrin

> Dalton Herrin is a fee-only financial advisor at Lakeridge Wealth Management in Albuquerque, New Mexico. Dalton focuses on physicians & residents, retirement planning and tax planning. Lakeridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dalton-herrin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lakeridge Wealth Management
- **Based in:** Albuquerque, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $805.4M across 2,706 accounts
- **Specialties:** Physicians & residents, Retirement planning, Tax planning
- **Works with:** Physicians
- **CRD:** 6397188 (https://adviserinfo.sec.gov/individual/summary/6397188)
- **SEC registration:** Investment adviser representative in NM
- **Exams passed:** Series 65 (2024)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://doctorsfinancialresource.com

## Frequently asked questions

### Is Dalton Herrin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dalton holds no broker registration, and Lakeridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dalton charge for financial advice?

Dalton's firm, Lakeridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dalton Herrin based?

Dalton Herrin is based in Albuquerque, New Mexico.

### What does Dalton specialize in?

Dalton's specialties include physicians & residents, retirement planning and tax planning. Dalton works with physicians.

### Is Dalton Herrin registered with the SEC?

Yes. Dalton Herrin is registered as an investment adviser representative in NM (CRD 6397188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lakeridge Wealth Management manage?

Lakeridge Wealth Management reports $805.4M across 2,706 accounts in assets under management.

### How do I contact Dalton Herrin?

Through Dalton's website, doctorsfinancialresource.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6397188): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lakeridgewm.com/financial-resources-for-doctors/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.