# Hourly financial advisors in New Mexico > In New Mexico, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Peter Lehrman of Sandia Wealth Management, Lee Munson of Portfolio Wealth Advisors and Paul Madrid of Madrid Wealth Management, LLC. Page: https://find.wellspent.co/by/hourly-financial-advisors/new-mexico/ 35 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 by the hour in New Mexico? In New Mexico, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Peter Lehrman of Sandia Wealth Management, Lee Munson of Portfolio Wealth Advisors and Paul Madrid of Madrid Wealth Management, LLC. ## How many fee-only advisors who charge by the hour in New Mexico are there? The Wellspent public graph lists 35 fee-only advisors who charge by the hour in New Mexico, at 21 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge by the hour in New Mexico located? Of the 35 fee-only advisors who charge by the hour in New Mexico, 24 are in Albuquerque, followed by 7 in Santa Fe and 2 in Sante Fe. ## How do fee-only advisors who charge by the hour in New Mexico charge? The most common fee among fee-only advisors who charge by the hour in New Mexico is a percentage of assets, used by 91% of the 35 with fees on file. Many use more than one: 86% charge by the hour and 63% charge fixed fees. ## How many fee-only advisors who charge by the hour in New Mexico hold the CFP? 49% of the 35 fee-only advisors who charge by the hour 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 by the hour? We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour. ## What should I ask fee-only advisors who charge by the hour in New Mexico? What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later? ## How current is this list of fee-only advisors who charge by the hour 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 | | [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, New Mexico | CFP | Percentage of assets | | [Connie Lee](https://find.wellspent.co/advisors/connie-lee.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly, 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 | | [Lee Munson](https://find.wellspent.co/advisors/lee-munson.md) | Portfolio Wealth Advisors | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly | | [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 | | [Terry Edwards](https://find.wellspent.co/advisors/terry-edwards.md) | Womack Wealth and Business Management | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Thomas Bustamante](https://find.wellspent.co/advisors/thomas-bustamante.md) | Bustamante Financial Planning | Santa Fe, New Mexico | CFP | Hourly | | [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 | | [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 | | [Scott Birmingham](https://find.wellspent.co/advisors/scott-birmingham.md) | Redw Wealth | Albuquerque, New Mexico | CFP, ChFC | Percentage of assets, Hourly, 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 | | [Catherine Kipling](https://find.wellspent.co/advisors/catherine-kipling.md) | Kipling & | Sandia Park, New Mexico | | Percentage of assets, Hourly | | [Connor Greenwood](https://find.wellspent.co/advisors/connor-greenwood.md) | Hanseatic Management Services | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [Joann Trevino](https://find.wellspent.co/advisors/joann-trevino.md) | Iron Oak Capital Management | Carlsbad, New Mexico | | Percentage of assets, Hourly | | [Lucas Clark](https://find.wellspent.co/advisors/lucas-clark.md) | Redw Wealth | Albuquerque, New Mexico | | Percentage of assets, Hourly, 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).