Jose Sanchez
Retirement Wealth Guidance, LLC · Albuquerque, New Mexico
Jose Sanchez is a fee-only financial advisor at Retirement Wealth Guidance, LLC in Albuquerque, New Mexico, who holds the CFP and RICP credentials. Jose charges a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $2,929 and $300 an hour) and focuses on flat-fee planning, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Retirement Wealth Guidance, LLC |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model | Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,929 · $300 an hour |
| Assets under management | $10.5M across 42 accounts |
| Credentials | CFP · RICP |
| SEC registration | Investment adviser representative in NM, TX · CRD 5021345 |
| Exams passed | Series 63 (2006) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | josevsanchez.com |
| Profile |
How Jose's firm compares
- A one-time plan starts at $2,929, above the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Retirement Wealth Guidance, LLC's average account is about $250,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Jose
Is Jose Sanchez a fee-only financial advisor?
Yes. Jose Sanchez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jose's firm.
How does Jose charge for financial advice?
Jose charges a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Jose charge?
According to Retirement Wealth Guidance, LLC's website, checked October 28, 2026: one-time plans from $2,929; $300 an hour.
Where is Jose Sanchez based?
Jose Sanchez is based in Albuquerque, New Mexico.
What does Jose specialize in?
Jose's specialties include flat-fee planning, retirement planning and estate & legacy planning.
What credentials does Jose Sanchez hold?
Jose Sanchez holds the CFP and RICP credentials.
Is Jose Sanchez registered with the SEC?
Yes. Jose Sanchez is registered as an investment adviser representative in NM and TX (CRD 5021345), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Retirement Wealth Guidance, LLC manage?
Retirement Wealth Guidance, LLC reports $10.5M across 42 accounts in assets under management.
How do I contact Jose Sanchez?
Through Jose's website, josevsanchez.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Retirement Wealth Guidance, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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