Firm
Santa FE Advisors
Santa Fe, New Mexico
Fee-only
Santa FE Advisors at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 59 individual clients, 52 of them high net worth.
- Its average account is about $769,000 (assets it manages divided by its 151 accounts).
Facts
| Based in | Santa Fe, New Mexico |
|---|---|
| Website | santafeadvisorsllc.com |
| Phone | (505) 501-6200 |
Santa FE Advisors fees
Santa FE Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $116 million |
| Individual clients | 7 |
| High-net-worth clients | 52 |
| Accounts managed | 151 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-113760) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 170872 |