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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 Aragon Petroglyph Wealth Rio Rancho Not listed Percentage of assets
Justin Grinstead Grinstead Wealth Management Albuquerque Not listed Percentage of assets, Fixed fees
Lucas Clark Redw Wealth Albuquerque Not listed Percentage of assets, Hourly
Matthew Kindley Sjhl Financial Group Rio Rancho Not listed Percentage of assets, Fixed fees
Roman Sandoval Redw Wealth Albuquerque Not listed Percentage of assets, Hourly
Walker Sandlin Stonebridge Capital Management NW Ruidoso Not listed Percentage of assets

Firms headquartered in New Mexico (29)