Firm
Educated Wallet
Albuquerque, New Mexico
Fee-only
Educated Wallet 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 107 individual clients.
- Its average account is about $118,000 (assets it manages divided by its 107 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | educatedwallet.com |
| Phone | (505) 514-9310 |
Educated Wallet fees
Educated Wallet 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 107 |
| Accounts managed | 107 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 322021 |