Joshua Hovda
Lakeridge Wealth Management · Albuquerque, New Mexico
Joshua Hovda is a fee-only financial advisor at Lakeridge Wealth Management in Albuquerque, New Mexico, who holds the CFP credential. Joshua 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.
Request an introduction to Joshua →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 6166943 |
| Exams passed | Series 66 (2014) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | doctorsfinancialresource.com |
| Profile |
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Hovda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua's firm, Lakeridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Hovda based?
Joshua Hovda is based in Albuquerque, New Mexico.
What does Joshua specialize in?
Joshua's specialties include physicians & residents, retirement planning and tax planning. Joshua works with physicians.
What credentials does Joshua Hovda hold?
Joshua Hovda holds the CFP credential.
Is Joshua Hovda registered with the SEC?
Yes. Joshua Hovda is registered as an investment adviser representative in NM (CRD 6166943), 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 Joshua Hovda?
Through Joshua'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.
See something wrong? Request a correction. Read our methodology.