Flat-fee financial advisors in New Mexico
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Paul Madrid Madrid Wealth Management, LLC, 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.
- Scott Floersheim Meridian Wealth Advisors, LLC, Albuquerque Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Jose Sanchez Retirement Wealth Guidance, LLC, Albuquerque Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Richard Jackson Jackson & Associates, Albuquerque Holds the CFP. Fees on file: percentage of assets.
- Ann Shubert Equila Financial, LLC, Albuquerque Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
By the numbers
- Advisors listed
- 39
- Firms
- 23
- Cities
- 4
- Hold the CFP
- 49%
- Other credentials: CFA 5% · CPA 3% · ChFC 3%
- How they charge (of 39 with fees on file): percentage of assets 92% · fixed fees 85% · hourly 64% · 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
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 39 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 |
| Richard Jackson | Jackson & Associates | Albuquerque | 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 |
| Johann Klaassen | Horizons Sustainable Financial Services | Santa Fe | CFP | Percentage of assets, Hourly |
| Michele Haguewood | Jackson & Associates | Albuquerque | 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 |
| 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 |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| 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 |
| Amy Stangel | Hanseatic Management Services | Albuquerque | CFP | Percentage of assets, Hourly |
| Angella Welcome | Pioneer Wealth Management Group | Albuquerque | CFP | Percentage of assets, Hourly |
| Jude Gleason | Redw Wealth | Albuquerque | CFP | Percentage of assets, Hourly |
| Kristina Alley | Santa FE Advisors | Santa Fe | CFP | Percentage of assets, Fixed fees |
| Ross Nettles | Madrid Wealth Management | Albuquerque | CFP, PFS | Percentage of assets, Hourly |
| Scott Birmingham | Redw Wealth | Albuquerque | CFP, ChFC | 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 |
| Brian Stangel | Hanseatic Management Services | Albuquerque | Not listed | Percentage of assets, Hourly |
| Bryan Giron | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
| Connor Greenwood | Hanseatic Management Services | Albuquerque | Not listed | Percentage of assets, Hourly |
| David Kantor | Santa FE Advisors | Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Justin Grinstead | Grinstead Wealth Management | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Lucas Clark | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
| Matthew Kindley | Sjhl Financial Group | Rio Rancho | Not listed | Percentage of assets, Fixed fees |
| Roman Sandoval | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
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