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Wellspent public graph/Locations/United States/New Mexico
United States

Fee-only advisors in New Mexico

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

By the numbers

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.

Advisors listed
56
Firms
36
Cities
9
Hold the CFP
46%
  • Other credentials: CFA 13% · CPA 2% · ChFC 2%
  • How they charge (of 56 with fees on file): percentage of assets 93% · fixed fees 59% · hourly 54% · flat fee or retainer 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving New Mexico (56)

Fee-only advisors serving New Mexico: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jose Sanchez Retirement Wealth Guidance, LLC Albuquerque CFP, RICP Flat fee or retainer, Hourly
Ann Shubert Equila Financial, LLC Albuquerque CFP, MBA Flat fee or retainer, One-time planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
Laura Lynch The Tiny House Adviser LLC Abiquiu AAMS, CDFA, CFP Fixed fees
Patrick Grooms Westwind Capital Las Cruces CFP, CFA Percentage of assets
Richard Jackson Jackson & Associates Albuquerque CFP Percentage of assets
Scott Lieberwirth Westwind Capital Las Cruces CFP Percentage of assets
Brian Cochran John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Connie Lee Lakeridge Wealth Management Albuquerque CFP, CFA Percentage of assets, Hourly
Greg Hartenbower John Moore Associates Albuquerque Not listed Percentage of assets, Fixed fees
Joshua Hovda Lakeridge Wealth Management Albuquerque CFP Percentage of assets, Hourly
Nancy Cooper Topel & DiStasi Wealth Management Santa Fe Not listed Percentage of assets, Flat fee or retainer
Eric Walton Westwind Capital Las Cruces Not listed Percentage of assets
Johann Klaassen Horizons Sustainable Financial Services Santa Fe CFP Percentage of assets, Hourly
Jolie Tixier Westwind Capital Las Cruces Not listed Percentage of assets
Michele Haguewood Jackson & Associates Albuquerque Not listed Percentage of assets
Charles Randall Randall Financial LLC Albuquerque CFP Percentage of assets, Hourly
Joel Nance TruePath Financial Albuquerque CFP Percentage of assets, Fixed fees
Lee Munson Portfolio Wealth Advisors Albuquerque CFP, CFA Percentage of assets, Hourly
Mariah Sacoman HighRocks Wealth, LLC Santa Fe CFP Percentage of assets, Hourly
Michael Reid Stonekeep Investments Sante Fe CFA Percentage of assets
Paul Madrid Madrid Wealth Management, LLC Albuquerque AIFA, CFA, CFP Percentage of assets, Hourly
Scott Floersheim Meridian Wealth Advisors, LLC Albuquerque CFP, CPA/PFS, CPWA, Retirement Management Advisor Percentage of assets, Fixed fees
Scott Geppert Stonekeep Investments Sante Fe CFA Percentage of assets
Terry Edwards Womack Wealth and Business Management Albuquerque Not listed Percentage of assets, Hourly
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Troy Williamson TruePath Financial Planning Albuquerque Not listed Hourly, Percentage of assets
Dalton Herrin Lakeridge Wealth Management Albuquerque Not listed Percentage of assets, Hourly
Pete Henderson HS Wealth Partners Albuquerque Not listed Percentage of assets
Frederic Perret Horizons Sustainable Financial Services Santa Fe Not listed Percentage of assets, Hourly
Prisma Avery Horizons Sustainable Financial Services Santa Fe Not listed Percentage of assets, Hourly
Valeria Cera Primero Horizons Sustainable Financial Services Santa Fe Not listed Percentage of assets, Hourly
Amy Stangel Hanseatic Management Services Albuquerque CFP Percentage of assets, Hourly
Angella Welcome Pioneer Wealth Management Group Albuquerque CFP Percentage of assets, Hourly
Danen Coalson Coalson Financial Services Las Cruces CFP Percentage of assets
Jude Gleason Redw Wealth Albuquerque CFP Percentage of assets, Hourly
Kristina Alley Santa FE Advisors Santa Fe CFP Percentage of assets, Fixed fees
Peter Lehrman Sandia Wealth Management Albuquerque CFP, CFA Percentage of assets, Hourly
Ross Nettles Madrid Wealth Management Albuquerque CFP, PFS Percentage of assets, Hourly
Scott Birmingham Redw Wealth Albuquerque CFP, ChFC Percentage of assets, Hourly
Stephen Duck G. Allen Financial Santa Fe CFP Percentage of assets
Adam Tafoya Educated Wallet Albuquerque Not listed Percentage of assets, Subscription
Bernadine Sanchez Madrid Wealth Management Albuquerque Not listed Percentage of assets, Hourly
Brian Stangel Hanseatic Management Services Albuquerque Not listed Percentage of assets, Hourly
Bryan Giron Redw Wealth Albuquerque Not listed Percentage of assets, Hourly
Catherine Kipling Kipling & Sandia Park Not listed Percentage of assets, Hourly
Connor Greenwood Hanseatic Management Services Albuquerque Not listed Percentage of assets, Hourly
David Kantor Santa FE Advisors Santa Fe Not listed Percentage of assets, Fixed fees
Edmond Haggar Eddie Haggar Capital MGT Santa Fe Not listed Percentage of assets
Joann Trevino Iron Oak Capital Management Carlsbad Not listed Percentage of assets, Hourly

Firms headquartered in New Mexico (29)