# Fee-only financial advisors in New Mexico, United States

> Fee-only advisors in Albuquerque, Santa Fe and Las Cruces, plus 6 other cities.

The Wellspent public graph lists 56 fee-only financial advisors serving New Mexico at 36 firms, most in Albuquerque, Santa Fe and Las Cruces. 46% hold the CFP certification. Of the 56 with fees on file, 93% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/new-mexico/
56 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Jose Sanchez](https://find.wellspent.co/advisors/jose-sanchez.md) | Retirement Wealth Guidance, LLC | Albuquerque, New Mexico | CFP, RICP | Flat fee or retainer, Hourly, One-time planning fee |
| [Ann Shubert](https://find.wellspent.co/advisors/ann-shubert.md) | Equila Financial, LLC | Albuquerque, New Mexico | CFP, MBA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [John Onesti](https://find.wellspent.co/advisors/john-onesti.md) | John Moore Associates | Albuquerque, New Mexico | CFP | Percentage of assets, Fixed fees |
| [Laura Lynch](https://find.wellspent.co/advisors/laura-lynch.md) | The Tiny House Adviser LLC | Abiquiu, New Mexico | AAMS, CDFA, CFP | Fixed fees |
| [Patrick Grooms](https://find.wellspent.co/advisors/patrick-grooms.md) | Westwind Capital | Las Cruces, New Mexico | CFP, CFA | Percentage of assets |
| [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, New Mexico | CFP | Percentage of assets |
| [Scott Lieberwirth](https://find.wellspent.co/advisors/scott-lieberwirth.md) | Westwind Capital | Las Cruces, New Mexico | CFP | Percentage of assets |
| [Brian Cochran](https://find.wellspent.co/advisors/brian-cochran.md) | John Moore Associates | Albuquerque, New Mexico |   | Percentage of assets, Fixed fees |
| [Connie Lee](https://find.wellspent.co/advisors/connie-lee.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Greg Hartenbower](https://find.wellspent.co/advisors/greg-hartenbower.md) | John Moore Associates | Albuquerque, New Mexico |   | Percentage of assets, Fixed fees |
| [Joshua Hovda](https://find.wellspent.co/advisors/joshua-hovda.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nancy Cooper](https://find.wellspent.co/advisors/nancy-cooper.md) | Topel & DiStasi Wealth Management | Santa Fe, New Mexico |   | Percentage of assets, Flat fee or retainer, Hourly |
| [Eric Walton](https://find.wellspent.co/advisors/eric-walton.md) | Westwind Capital | Las Cruces, New Mexico |   | Percentage of assets |
| [Johann Klaassen](https://find.wellspent.co/advisors/johann-klaassen.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jolie Tixier](https://find.wellspent.co/advisors/jolie-tixier.md) | Westwind Capital | Las Cruces, New Mexico |   | Percentage of assets |
| [Michele Haguewood](https://find.wellspent.co/advisors/michele-haguewood.md) | Jackson & Associates | Albuquerque, New Mexico |   | Percentage of assets |
| [Charles Randall](https://find.wellspent.co/advisors/charles-randall.md) | Randall Financial LLC | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joel Nance](https://find.wellspent.co/advisors/joel-nance.md) | TruePath Financial | Albuquerque, New Mexico | CFP | Percentage of assets, Fixed fees |
| [Lee Munson](https://find.wellspent.co/advisors/lee-munson.md) | Portfolio Wealth Advisors | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly |
| [Mariah Sacoman](https://find.wellspent.co/advisors/mariah-sacoman.md) | HighRocks Wealth, LLC | Santa Fe, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Reid](https://find.wellspent.co/advisors/michael-reid.md) | Stonekeep Investments | Sante Fe, New Mexico | CFA | Percentage of assets |
| [Paul Madrid](https://find.wellspent.co/advisors/paul-madrid.md) | Madrid Wealth Management, LLC | Albuquerque, New Mexico | AIFA, CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Scott Floersheim](https://find.wellspent.co/advisors/scott-floersheim.md) | Meridian Wealth Advisors, LLC | Albuquerque, New Mexico | CFP, CPA/PFS, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees |
| [Scott Geppert](https://find.wellspent.co/advisors/scott-geppert.md) | Stonekeep Investments | Sante Fe, New Mexico | CFA | Percentage of assets |
| [Terry Edwards](https://find.wellspent.co/advisors/terry-edwards.md) | Womack Wealth and Business Management | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Thomas Bustamante](https://find.wellspent.co/advisors/thomas-bustamante.md) | Bustamante Financial Planning | Santa Fe, New Mexico | CFP | Hourly |
| [Troy Williamson](https://find.wellspent.co/advisors/troy-williamson.md) | TruePath Financial Planning | Albuquerque, New Mexico |   | Hourly, Percentage of assets, One-time planning fee |
| [Dalton Herrin](https://find.wellspent.co/advisors/dalton-herrin.md) | Lakeridge Wealth Management | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Pete Henderson](https://find.wellspent.co/advisors/pete-henderson.md) | HS Wealth Partners | Albuquerque, New Mexico |   | Percentage of assets |
| [Frederic Perret](https://find.wellspent.co/advisors/frederic-perret.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Prisma Avery](https://find.wellspent.co/advisors/prisma-avery.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Valeria Cera Primero](https://find.wellspent.co/advisors/valeria-cera-primero.md) | Horizons Sustainable Financial Services | Santa Fe, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Amy Stangel](https://find.wellspent.co/advisors/amy-stangel.md) | Hanseatic Management Services | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Angella Welcome](https://find.wellspent.co/advisors/angella-welcome.md) | Pioneer Wealth Management Group | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Danen Coalson](https://find.wellspent.co/advisors/danen-coalson.md) | Coalson Financial Services | Las Cruces, New Mexico | CFP | Percentage of assets |
| [Jude Gleason](https://find.wellspent.co/advisors/jude-gleason.md) | Redw Wealth | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kristina Alley](https://find.wellspent.co/advisors/kristina-alley.md) | Santa FE Advisors | Santa Fe, New Mexico | CFP | Percentage of assets, Fixed fees |
| [Peter Lehrman](https://find.wellspent.co/advisors/peter-lehrman.md) | Sandia Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly |
| [Ross Nettles](https://find.wellspent.co/advisors/ross-nettles.md) | Madrid Wealth Management | Albuquerque, New Mexico | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Scott Birmingham](https://find.wellspent.co/advisors/scott-birmingham.md) | Redw Wealth | Albuquerque, New Mexico | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Stephen Duck](https://find.wellspent.co/advisors/stephen-duck.md) | G. Allen Financial | Santa Fe, New Mexico | CFP | Percentage of assets |
| [Adam Tafoya](https://find.wellspent.co/advisors/adam-tafoya.md) | Educated Wallet | Albuquerque, New Mexico |   | Percentage of assets, Subscription, Fixed fees |
| [Bernadine Sanchez](https://find.wellspent.co/advisors/bernadine-sanchez.md) | Madrid Wealth Management | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Brian Stangel](https://find.wellspent.co/advisors/brian-stangel.md) | Hanseatic Management Services | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Bryan Giron](https://find.wellspent.co/advisors/bryan-giron.md) | Redw Wealth | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Catherine Kipling](https://find.wellspent.co/advisors/catherine-kipling.md) | Kipling & | Sandia Park, New Mexico |   | Percentage of assets, Hourly |
| [Connor Greenwood](https://find.wellspent.co/advisors/connor-greenwood.md) | Hanseatic Management Services | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [David Kantor](https://find.wellspent.co/advisors/david-kantor.md) | Santa FE Advisors | Santa Fe, New Mexico |   | Percentage of assets, Fixed fees |
| [Edmond Haggar](https://find.wellspent.co/advisors/edmond-haggar.md) | Eddie Haggar Capital MGT | Santa Fe, New Mexico |   | Percentage of assets |
| [Joann Trevino](https://find.wellspent.co/advisors/joann-trevino.md) | Iron Oak Capital Management | Carlsbad, New Mexico |   | Percentage of assets, Hourly |
| [Jose Aragon](https://find.wellspent.co/advisors/jose-aragon.md) | Petroglyph Wealth | Rio Rancho, New Mexico |   | Percentage of assets |
| [Justin Grinstead](https://find.wellspent.co/advisors/justin-grinstead.md) | Grinstead Wealth Management | Albuquerque, New Mexico |   | Percentage of assets, Fixed fees |
| [Lucas Clark](https://find.wellspent.co/advisors/lucas-clark.md) | Redw Wealth | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Kindley](https://find.wellspent.co/advisors/matthew-kindley.md) | Sjhl Financial Group | Rio Rancho, New Mexico |   | Percentage of assets, Fixed fees |
| [Roman Sandoval](https://find.wellspent.co/advisors/roman-sandoval.md) | Redw Wealth | Albuquerque, New Mexico |   | Percentage of assets, Hourly, Fixed fees |
| [Walker Sandlin](https://find.wellspent.co/advisors/walker-sandlin.md) | Stonebridge Capital Management NW | Ruidoso, New Mexico |   | Percentage of assets |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
