Retirement Wealth Guidance, LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $250,000 (assets it manages divided by its 42 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | josevsanchez.com |
| [email protected] | |
| Phone | (544) 086-0325 |
Questions about Retirement Wealth Guidance, LLC
How much does Retirement Wealth Guidance, LLC charge?
Retirement Wealth Guidance, LLC publishes these prices: one-time plan: from $2,929; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
How is Retirement Wealth Guidance, LLC paid?
Retirement Wealth Guidance, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Retirement Wealth Guidance, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Retirement Wealth Guidance, LLC.
What is the average account at Retirement Wealth Guidance, LLC?
Retirement Wealth Guidance, LLC's average account is about $250,000. That's the assets on its Form ADV divided by its 42 accounts.
What does Retirement Wealth Guidance, LLC specialize in?
Retirement Wealth Guidance, LLC's advisors and website list flat-fee planning, retirement planning and estate & legacy planning.
Retirement Wealth Guidance, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,929 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Advice Only Planning $2,929" source
"Flat Fee Hourly Rate Retirement Planning $300 per Hour" source
"Flat Fee Hourly Rate Retirement Planning $300 per Hour" source
"Project-based Financial Planning with no expectations or requirements for ongoing Investment management." source
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 |
|---|---|
| Assets managed | $11 million |
| Individual clients | 12 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 313217 |