Thomas Bustamante
Bustamante Financial Planning · Santa Fe, New Mexico
Thomas Bustamante is a fee-only financial advisor at Bustamante Financial Planning in Santa Fe, New Mexico, who holds the CFP credential. Bustamante Financial Planning reports charging hourly fees on its Form ADV.
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Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
- Mid-life transitions
Facts
| Firm | Bustamante Financial Planning |
|---|---|
| Based in | Santa Fe, New Mexico |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 5747350 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bustamantefinancialplanning.com |
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Questions about Thomas
Is Thomas Bustamante a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Bustamante Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Bustamante Financial Planning, reports charging hourly fees on its SEC Form ADV.
Where is Thomas Bustamante based?
Thomas Bustamante is based in Santa Fe, New Mexico.
What credentials does Thomas Bustamante hold?
Thomas Bustamante holds the CFP credential.
Is Thomas Bustamante registered with the SEC?
Yes. Thomas Bustamante is registered as an investment adviser representative in NM (CRD 5747350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Thomas Bustamante?
Through Thomas's website, bustamantefinancialplanning.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
- Bustamante Financial Planning 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.
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