Hourly financial advisors in New Mexico
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Peter Lehrman Sandia Wealth Management, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lee Munson Portfolio Wealth Advisors, Albuquerque Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- 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.
- Richard Jackson Jackson & Associates, Albuquerque Holds the CFP. Fees on file: percentage of assets.
- Michael Reid Stonekeep Investments, Sante Fe Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 35
- Firms
- 21
- Cities
- 5
- Hold the CFP
- 49%
- Other credentials: CFA 17% · ChFC 3%
- How they charge (of 35 with fees on file): percentage of assets 91% · hourly 86% · fixed fees 63% · flat fee or retainer 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
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.
All 35 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 |
| Richard Jackson | Jackson & Associates | Albuquerque | CFP | Percentage of assets |
| Connie Lee | Lakeridge Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Lee Munson | Portfolio Wealth Advisors | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Thomas Bustamante | Bustamante Financial Planning | Santa Fe | CFP | 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 |
| Peter Lehrman | Sandia Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Ross Nettles | Madrid Wealth Management | Albuquerque | CFP, PFS | Percentage of assets, Hourly |
| Scott Birmingham | Redw Wealth | Albuquerque | CFP, ChFC | Percentage of assets, Hourly |
| 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 |
| Catherine Kipling | Kipling & | Sandia Park | Not listed | Percentage of assets, Hourly |
| Connor Greenwood | Hanseatic Management Services | Albuquerque | Not listed | Percentage of assets, Hourly |
| Joann Trevino | Iron Oak Capital Management | Carlsbad | Not listed | Percentage of assets, Hourly |
| Lucas Clark | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
| Roman Sandoval | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
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