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CFP financial advisors in New Mexico

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Patrick Grooms Westwind Capital, Las Cruces Holds the CFP and CFA. Fees on file: percentage of assets.
  • Scott Floersheim Meridian Wealth Advisors, LLC, Albuquerque Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
  • Connie Lee Lakeridge Wealth Management, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Lee Munson Portfolio Wealth Advisors, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Peter Lehrman Sandia Wealth Management, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Paul Madrid Madrid Wealth Management, LLC, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
26
Firms
23
Cities
4
Hold the CFP
100%
  • Other credentials: CFA 19% · CPA 4% · ChFC 4%
  • How they charge (of 26 with fees on file): percentage of assets 85% · fixed fees 62% · hourly 58% · flat fee or retainer 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

CFP financial advisors by state

Questions about cFP financial advisors

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.

All 26 advisors

CFP financial advisors in New Mexico: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jose Sanchez Retirement Wealth Guidance, LLC Albuquerque CFP, RICP Flat fee or retainer, Hourly
Ann Shubert Equila Financial, LLC Albuquerque CFP, MBA Flat fee or retainer, One-time planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
Laura Lynch The Tiny House Adviser LLC Abiquiu AAMS, CDFA, CFP Fixed fees
Patrick Grooms Westwind Capital Las Cruces CFP, CFA Percentage of assets
Richard Jackson Jackson & Associates Albuquerque CFP Percentage of assets
Scott Lieberwirth Westwind Capital Las Cruces CFP Percentage of assets
Connie Lee Lakeridge Wealth Management Albuquerque CFP, CFA Percentage of assets, Hourly
Joshua Hovda Lakeridge Wealth Management Albuquerque CFP Percentage of assets, Hourly
Johann Klaassen Horizons Sustainable Financial Services Santa Fe CFP Percentage of assets, Hourly
Charles Randall Randall Financial LLC Albuquerque CFP Percentage of assets, Hourly
Joel Nance TruePath Financial Albuquerque CFP Percentage of assets, Fixed fees
Lee Munson Portfolio Wealth Advisors Albuquerque CFP, CFA Percentage of assets, Hourly
Mariah Sacoman HighRocks Wealth, LLC Santa Fe CFP Percentage of assets, Hourly
Paul Madrid Madrid Wealth Management, LLC Albuquerque AIFA, CFA, CFP Percentage of assets, Hourly
Scott Floersheim Meridian Wealth Advisors, LLC Albuquerque CFP, CPA/PFS, CPWA, Retirement Management Advisor Percentage of assets, Fixed fees
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Amy Stangel Hanseatic Management Services Albuquerque CFP Percentage of assets, Hourly
Angella Welcome Pioneer Wealth Management Group Albuquerque CFP Percentage of assets, Hourly
Danen Coalson Coalson Financial Services Las Cruces CFP Percentage of assets
Jude Gleason Redw Wealth Albuquerque CFP Percentage of assets, Hourly
Kristina Alley Santa FE Advisors Santa Fe CFP Percentage of assets, Fixed fees
Peter Lehrman Sandia Wealth Management Albuquerque CFP, CFA Percentage of assets, Hourly
Ross Nettles Madrid Wealth Management Albuquerque CFP, PFS Percentage of assets, Hourly
Scott Birmingham Redw Wealth Albuquerque CFP, ChFC Percentage of assets, Hourly
Stephen Duck G. Allen Financial Santa Fe CFP Percentage of assets

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Credentials