# CFP financial advisors in New Mexico > In New Mexico, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Patrick Grooms of Westwind Capital, Scott Floersheim of Meridian Wealth Advisors, LLC and Connie Lee of Lakeridge Wealth Management. Page: https://find.wellspent.co/by/cfp-financial-advisors/new-mexico/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFP in New Mexico? In New Mexico, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Patrick Grooms of Westwind Capital, Scott Floersheim of Meridian Wealth Advisors, LLC and Connie Lee of Lakeridge Wealth Management. ## How many fee-only advisors who hold the CFP in New Mexico are there? The Wellspent public graph lists 26 fee-only advisors who hold the CFP in New Mexico, at 23 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFP in New Mexico located? Of the 26 fee-only advisors who hold the CFP in New Mexico, 17 are in Albuquerque, followed by 5 in Santa Fe and 3 in Las Cruces. ## How do fee-only advisors who hold the CFP in New Mexico charge? The most common fee among fee-only advisors who hold the CFP in New Mexico is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 62% charge fixed fees and 58% charge by the hour. ## How many fee-only advisors who hold the CFP in New Mexico hold the CFP? 100% of the 26 fee-only advisors who hold the CFP in New Mexico hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who hold the CFP? We count an advisor here when their record lists the CFP. ## What should I ask fee-only advisors who hold the CFP in New Mexico? How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge? ## How current is this list of fee-only advisors who hold the CFP in New Mexico? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jose Sanchez](https://find.wellspent.co/advisors/jose-sanchez.md) | Retirement Wealth Guidance, LLC | Albuquerque, New Mexico | CFP, RICP | Flat fee or retainer, Hourly, One-time planning fee | | [Ann Shubert](https://find.wellspent.co/advisors/ann-shubert.md) | Equila Financial, LLC | Albuquerque, New Mexico | CFP, MBA | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [John Onesti](https://find.wellspent.co/advisors/john-onesti.md) | John Moore Associates | Albuquerque, New Mexico | CFP | Percentage of assets, Fixed fees | | [Laura Lynch](https://find.wellspent.co/advisors/laura-lynch.md) | The Tiny House Adviser LLC | Abiquiu, New Mexico | AAMS, CDFA, CFP | Fixed fees | | [Patrick Grooms](https://find.wellspent.co/advisors/patrick-grooms.md) | Westwind Capital | Las Cruces, New Mexico | CFP, CFA | Percentage of assets | | [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, New Mexico | CFP | Percentage of assets | | [Scott Lieberwirth](https://find.wellspent.co/advisors/scott-lieberwirth.md) | Westwind Capital | Las Cruces, New Mexico | CFP | Percentage of assets | | [Connie Lee](https://find.wellspent.co/advisors/connie-lee.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Joshua Hovda](https://find.wellspent.co/advisors/joshua-hovda.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Johann Klaassen](https://find.wellspent.co/advisors/johann-klaassen.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Randall](https://find.wellspent.co/advisors/charles-randall.md) | Randall Financial LLC | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Joel Nance](https://find.wellspent.co/advisors/joel-nance.md) | TruePath Financial | Albuquerque, New Mexico | CFP | Percentage of assets, Fixed fees | | [Lee Munson](https://find.wellspent.co/advisors/lee-munson.md) | Portfolio Wealth Advisors | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly | | [Mariah Sacoman](https://find.wellspent.co/advisors/mariah-sacoman.md) | HighRocks Wealth, LLC | Santa Fe, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Madrid](https://find.wellspent.co/advisors/paul-madrid.md) | Madrid Wealth Management, LLC | Albuquerque, New Mexico | AIFA, CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Floersheim](https://find.wellspent.co/advisors/scott-floersheim.md) | Meridian Wealth Advisors, LLC | Albuquerque, New Mexico | CFP, CPA/PFS, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees | | [Thomas Bustamante](https://find.wellspent.co/advisors/thomas-bustamante.md) | Bustamante Financial Planning | Santa Fe, New Mexico | CFP | Hourly | | [Amy Stangel](https://find.wellspent.co/advisors/amy-stangel.md) | Hanseatic Management Services | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Angella Welcome](https://find.wellspent.co/advisors/angella-welcome.md) | Pioneer Wealth Management Group | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Danen Coalson](https://find.wellspent.co/advisors/danen-coalson.md) | Coalson Financial Services | Las Cruces, New Mexico | CFP | Percentage of assets | | [Jude Gleason](https://find.wellspent.co/advisors/jude-gleason.md) | Redw Wealth | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristina Alley](https://find.wellspent.co/advisors/kristina-alley.md) | Santa FE Advisors | Santa Fe, New Mexico | CFP | Percentage of assets, Fixed fees | | [Peter Lehrman](https://find.wellspent.co/advisors/peter-lehrman.md) | Sandia Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly | | [Ross Nettles](https://find.wellspent.co/advisors/ross-nettles.md) | Madrid Wealth Management | Albuquerque, New Mexico | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Scott Birmingham](https://find.wellspent.co/advisors/scott-birmingham.md) | Redw Wealth | Albuquerque, New Mexico | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Stephen Duck](https://find.wellspent.co/advisors/stephen-duck.md) | G. Allen Financial | Santa Fe, New Mexico | CFP | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).