Joel Nance
TruePath Financial · Albuquerque, New Mexico
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.
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Facts
| Firm | TruePath Financial |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $82.3M across 297 accounts |
| Credentials | CFP |
| Firm size | 2 employees |
How Joel's firm compares
- TruePath Financial's average account is about $277,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Joel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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