Firm
Eddie Haggar Capital MGT
Santa Fe, New Mexico
Fee-only
Eddie Haggar Capital MGT at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $2.8 million (assets it manages divided by its 5 accounts).
Facts
| Based in | Santa Fe, New Mexico |
|---|---|
| Phone | (505) 992-8530 |
Eddie Haggar Capital MGT fees
Eddie Haggar Capital MGT doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $14 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 27, 2026 |
| SEC record | CRD 116482 |