Firm
Hanseatic Management Services
Albuquerque, New Mexico
Fee-only
Hanseatic Management Services at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 216 individual clients, 76 of them high net worth.
- Its average account is about $870,000 (assets it manages divided by its 200 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | hanseaticgroup.com |
| Phone | (505) 828-2824 |
Hanseatic Management Services fees
Hanseatic Management Services 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $174 million |
| Individual clients | 140 |
| High-net-worth clients | 76 |
| Accounts managed | 200 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-49508) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 107110 |