Dalton Herrin
Lakeridge Wealth Management · Albuquerque, New Mexico
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.
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Specialties
Who they serve
- Physicians
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 | $805.4M across 2,706 accounts |
| SEC registration | Investment adviser representative in NM · CRD 6397188 |
| Exams passed | Series 65 (2024) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | doctorsfinancialresource.com |
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Questions about Dalton
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.
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
- Lakeridge Wealth Management 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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