Advisors for under $500,000 in New Mexico
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.
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.
- Paul Madrid Madrid Wealth Management, LLC, 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.
- Connie Lee Lakeridge Wealth Management, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Michael Reid Stonekeep Investments, Sante Fe Holds the CFA. Fees on file: percentage of assets.
- Jose Sanchez Retirement Wealth Guidance, LLC, Albuquerque Holds the CFP. Fees on file: flat fee or retainer, hourly.
By the numbers
- Advisors listed
- 36
- Firms
- 24
- Cities
- 9
- Hold the CFP
- 47%
- Other credentials: CFA 17%
- How they charge (of 36 with fees on file): percentage of assets 92% · fixed fees 58% · hourly 53% · 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
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 36 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Scott Lieberwirth | Westwind Capital | Las Cruces | CFP | Percentage of assets |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Connie Lee | Lakeridge Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Greg Hartenbower | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Joshua Hovda | Lakeridge Wealth Management | Albuquerque | CFP | Percentage of assets, Hourly |
| Nancy Cooper | Topel & DiStasi Wealth Management | Santa Fe | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Walton | Westwind Capital | Las Cruces | Not listed | Percentage of assets |
| Johann Klaassen | Horizons Sustainable Financial Services | Santa Fe | CFP | Percentage of assets, Hourly |
| Jolie Tixier | Westwind Capital | Las Cruces | Not listed | Percentage of assets |
| Charles Randall | Randall Financial LLC | Albuquerque | CFP | Percentage of assets, Hourly |
| Joel Nance | TruePath Financial | Albuquerque | CFP | Percentage of assets, Fixed fees |
| Mariah Sacoman | HighRocks Wealth, LLC | Santa Fe | CFP | Percentage of assets, Hourly |
| Michael Reid | Stonekeep Investments | Sante Fe | CFA | Percentage of assets |
| Paul Madrid | Madrid Wealth Management, LLC | Albuquerque | AIFA, CFA, CFP | Percentage of assets, Hourly |
| Scott Geppert | Stonekeep Investments | Sante Fe | CFA | Percentage of assets |
| Troy Williamson | TruePath Financial Planning | Albuquerque | Not listed | Hourly, Percentage of assets |
| Dalton Herrin | Lakeridge Wealth Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Frederic Perret | Horizons Sustainable Financial Services | Santa Fe | Not listed | Percentage of assets, Hourly |
| Prisma Avery | Horizons Sustainable Financial Services | Santa Fe | Not listed | Percentage of assets, Hourly |
| Valeria Cera Primero | Horizons Sustainable Financial Services | Santa Fe | Not listed | 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 |
| Peter Lehrman | Sandia Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Ross Nettles | Madrid Wealth Management | Albuquerque | CFP, PFS | Percentage of assets, Hourly |
| Adam Tafoya | Educated Wallet | Albuquerque | Not listed | Percentage of assets, Subscription |
| Bernadine Sanchez | Madrid Wealth Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Catherine Kipling | Kipling & | Sandia Park | Not listed | Percentage of assets, Hourly |
| Joann Trevino | Iron Oak Capital Management | Carlsbad | Not listed | Percentage of assets, Hourly |
| Justin Grinstead | Grinstead Wealth Management | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Matthew Kindley | Sjhl Financial Group | Rio Rancho | Not listed | Percentage of assets, Fixed fees |
| Walker Sandlin | Stonebridge Capital Management NW | Ruidoso | Not listed | Percentage of assets |
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