# Advisors for under $500,000 in New Mexico > In New Mexico, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Patrick Grooms of Westwind Capital, Paul Madrid of Madrid Wealth Management, LLC and Peter Lehrman of Sandia Wealth Management. Page: https://find.wellspent.co/by/financial-advisors-under-500k/new-mexico/ 36 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 for under $500,000 in New Mexico? In New Mexico, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Patrick Grooms of Westwind Capital, Paul Madrid of Madrid Wealth Management, LLC and Peter Lehrman of Sandia Wealth Management. ## How many fee-only advisors for under $500,000 in New Mexico are there? The Wellspent public graph lists 36 fee-only advisors for under $500,000 in New Mexico, at 24 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in New Mexico located? Of the 36 fee-only advisors for under $500,000 in New Mexico, 18 are in Albuquerque, followed by 6 in Santa Fe and 5 in Las Cruces. ## How do fee-only advisors for under $500,000 in New Mexico charge? The most common fee among fee-only advisors for under $500,000 in New Mexico is a percentage of assets, used by 92% of the 36 with fees on file. Many use more than one: 58% charge fixed fees and 53% charge by the hour. ## How many fee-only advisors for under $500,000 in New Mexico hold the CFP? 47% of the 36 fee-only advisors for under $500,000 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 for under $500,000? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for under $500,000 in New Mexico? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | | [Scott Lieberwirth](https://find.wellspent.co/advisors/scott-lieberwirth.md) | Westwind Capital | Las Cruces, New Mexico | CFP | Percentage of assets | | [Brian Cochran](https://find.wellspent.co/advisors/brian-cochran.md) | John Moore Associates | Albuquerque, New Mexico | | Percentage of assets, Fixed fees | | [Connie Lee](https://find.wellspent.co/advisors/connie-lee.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Greg Hartenbower](https://find.wellspent.co/advisors/greg-hartenbower.md) | John Moore Associates | Albuquerque, New Mexico | | Percentage of assets, 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 | | [Nancy Cooper](https://find.wellspent.co/advisors/nancy-cooper.md) | Topel & DiStasi Wealth Management | Santa Fe, New Mexico | | Percentage of assets, Flat fee or retainer, Hourly | | [Eric Walton](https://find.wellspent.co/advisors/eric-walton.md) | Westwind Capital | Las Cruces, New Mexico | | Percentage of assets | | [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 | | [Jolie Tixier](https://find.wellspent.co/advisors/jolie-tixier.md) | Westwind Capital | Las Cruces, New Mexico | | Percentage of assets | | [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 | | [Mariah Sacoman](https://find.wellspent.co/advisors/mariah-sacoman.md) | HighRocks Wealth, LLC | Santa Fe, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Reid](https://find.wellspent.co/advisors/michael-reid.md) | Stonekeep Investments | Sante Fe, New Mexico | CFA | Percentage of assets | | [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 Geppert](https://find.wellspent.co/advisors/scott-geppert.md) | Stonekeep Investments | Sante Fe, New Mexico | CFA | Percentage of assets | | [Troy Williamson](https://find.wellspent.co/advisors/troy-williamson.md) | TruePath Financial Planning | Albuquerque, New Mexico | | Hourly, Percentage of assets, One-time planning fee | | [Dalton Herrin](https://find.wellspent.co/advisors/dalton-herrin.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Frederic Perret](https://find.wellspent.co/advisors/frederic-perret.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Prisma Avery](https://find.wellspent.co/advisors/prisma-avery.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Valeria Cera Primero](https://find.wellspent.co/advisors/valeria-cera-primero.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico | | 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 | | [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 | | [Adam Tafoya](https://find.wellspent.co/advisors/adam-tafoya.md) | Educated Wallet | Albuquerque, New Mexico | | Percentage of assets, Subscription, Fixed fees | | [Bernadine Sanchez](https://find.wellspent.co/advisors/bernadine-sanchez.md) | Madrid Wealth Management | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Catherine Kipling](https://find.wellspent.co/advisors/catherine-kipling.md) | Kipling & | Sandia Park, New Mexico | | Percentage of assets, Hourly | | [Joann Trevino](https://find.wellspent.co/advisors/joann-trevino.md) | Iron Oak Capital Management | Carlsbad, New Mexico | | Percentage of assets, Hourly | | [Justin Grinstead](https://find.wellspent.co/advisors/justin-grinstead.md) | Grinstead Wealth Management | Albuquerque, New Mexico | | Percentage of assets, Fixed fees | | [Matthew Kindley](https://find.wellspent.co/advisors/matthew-kindley.md) | Sjhl Financial Group | Rio Rancho, New Mexico | | Percentage of assets, Fixed fees | | [Walker Sandlin](https://find.wellspent.co/advisors/walker-sandlin.md) | Stonebridge Capital Management NW | Ruidoso, New Mexico | | 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).