# Flat-fee financial advisors in New Mexico > In New Mexico, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Paul Madrid of Madrid Wealth Management, LLC, Connie Lee of Lakeridge Wealth Management and Scott Floersheim of Meridian Wealth Advisors, LLC. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/new-mexico/ 39 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 charge flat or fixed fees in New Mexico? In New Mexico, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Paul Madrid of Madrid Wealth Management, LLC, Connie Lee of Lakeridge Wealth Management and Scott Floersheim of Meridian Wealth Advisors, LLC. ## How many fee-only advisors who charge flat or fixed fees in New Mexico are there? The Wellspent public graph lists 39 fee-only advisors who charge flat or fixed fees in New Mexico, at 23 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in New Mexico located? Of the 39 fee-only advisors who charge flat or fixed fees in New Mexico, 29 are in Albuquerque, followed by 8 in Santa Fe and 1 in Abiquiu. ## How do fee-only advisors who charge flat or fixed fees in New Mexico charge? The most common fee among fee-only advisors who charge flat or fixed fees in New Mexico is a percentage of assets, used by 92% of the 39 with fees on file. Many use more than one: 85% charge fixed fees and 64% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in New Mexico hold the CFP? 49% of the 39 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in New Mexico? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, 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 | | [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 | | [Michele Haguewood](https://find.wellspent.co/advisors/michele-haguewood.md) | Jackson & Associates | Albuquerque, 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 | | [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 | | [Terry Edwards](https://find.wellspent.co/advisors/terry-edwards.md) | Womack Wealth and Business Management | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [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 | | [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 | | [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 | | [Brian Stangel](https://find.wellspent.co/advisors/brian-stangel.md) | Hanseatic Management Services | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Bryan Giron](https://find.wellspent.co/advisors/bryan-giron.md) | Redw Wealth | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Connor Greenwood](https://find.wellspent.co/advisors/connor-greenwood.md) | Hanseatic Management Services | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [David Kantor](https://find.wellspent.co/advisors/david-kantor.md) | Santa FE Advisors | Santa Fe, New Mexico | | Percentage of assets, Fixed fees | | [Justin Grinstead](https://find.wellspent.co/advisors/justin-grinstead.md) | Grinstead Wealth Management | Albuquerque, New Mexico | | Percentage of assets, Fixed fees | | [Lucas Clark](https://find.wellspent.co/advisors/lucas-clark.md) | Redw Wealth | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Matthew Kindley](https://find.wellspent.co/advisors/matthew-kindley.md) | Sjhl Financial Group | Rio Rancho, New Mexico | | Percentage of assets, Fixed fees | | [Roman Sandoval](https://find.wellspent.co/advisors/roman-sandoval.md) | Redw Wealth | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | ## 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).