# Joel Nance

> Joel Nance is a fee-only financial advisor at TruePath Financial in Albuquerque, New Mexico, who holds the CFP credential. TruePath Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-nance/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** TruePath Financial
- **Based in:** Albuquerque, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $82.3M across 297 accounts
- **Credentials:** CFP
- **Firm size:** 2 employees

## Frequently asked questions

### Is Joel Nance a fee-only financial advisor?

Yes. Joel Nance is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Joel charge for financial advice?

Joel's firm, TruePath Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joel Nance based?

Joel Nance is based in Albuquerque, New Mexico.

### What credentials does Joel Nance hold?

Joel Nance holds the CFP credential.

### How much does TruePath Financial manage?

TruePath Financial reports $82.3M across 297 accounts in assets under management.

### How do I contact Joel Nance?

Contact details aren't on file yet. Search for TruePath Financial.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45518): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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