# Paul Madrid

> Paul Madrid is a fee-only financial advisor at Madrid Wealth Management, LLC in Albuquerque, New Mexico, who holds the AIFA, CFA and CFP credentials. Madrid Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Madrid Wealth Management, LLC
- **Based in:** Albuquerque, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $212.1M across 428 accounts
- **Credentials:** AIFA, CFA, CFP
- **CRD:** 5311000 (https://adviserinfo.sec.gov/individual/summary/5311000)
- **SEC registration:** Investment adviser representative in AZ, CA, NM, TX
- **Exams passed:** Series 63 (2007), Series 65 (2010)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://madridwm.com

## Frequently asked questions

### Is Paul Madrid a fee-only financial advisor?

Yes. Paul Madrid is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Paul's firm.

### How does Paul charge for financial advice?

Paul's firm, Madrid Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Madrid based?

Paul Madrid is based in Albuquerque, New Mexico.

### What credentials does Paul Madrid hold?

Paul Madrid holds the AIFA, CFA and CFP credentials.

### Is Paul Madrid registered with the SEC?

Yes. Paul Madrid is registered as an investment adviser representative in AZ, CA, NM and TX (CRD 5311000), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Madrid Wealth Management, LLC manage?

Madrid Wealth Management, LLC reports $212.1M across 428 accounts in assets under management.

### How do I contact Paul Madrid?

Through Paul's website, madridwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52025): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- 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.