# Fee-only financial advisors in Albuquerque, New Mexico > Start with a fee-only advisor in Albuquerque whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Floersheim of Meridian Wealth Advisors, LLC, Connie Lee of Lakeridge Wealth Management and Paul Madrid of Madrid Wealth Management, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-mexico/albuquerque/ 32 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Albuquerque? Start with a fee-only advisor in Albuquerque whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Scott Floersheim of Meridian Wealth Advisors, LLC, Connie Lee of Lakeridge Wealth Management and Paul Madrid of Madrid Wealth Management, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Albuquerque are there? The Wellspent public graph lists 32 fee-only advisors in Albuquerque, at 20 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Albuquerque focus on? The most common focus among fee-only advisors in Albuquerque is retirement planning (12), followed by estate planning (8) and tax planning (7). Advisors can list more than one. ## How do fee-only advisors in Albuquerque charge? The most common fee among fee-only advisors in Albuquerque is a percentage of assets, used by 94% of the 32 with fees on file. Many use more than one: 75% charge fixed fees and 66% charge by the hour. ## How many fee-only advisors in Albuquerque hold the CFP? 53% of the 32 fee-only advisors in Albuquerque hold the CFP certification, based on the credentials listed on each record. ## Does New Mexico tax income on top of federal tax? Yes. New Mexico has a state income tax, so a financial plan for a New Mexico resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Albuquerque? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## 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 | | [Richard Jackson](https://find.wellspent.co/advisors/richard-jackson.md) | Jackson & Associates | Albuquerque, 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 | | [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 | | [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 | | [Terry Edwards](https://find.wellspent.co/advisors/terry-edwards.md) | Womack Wealth and Business Management | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [Jude Gleason](https://find.wellspent.co/advisors/jude-gleason.md) | Redw Wealth | Albuquerque, New Mexico | CFP | Percentage of assets, Hourly, 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 | | [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 | | [Connor Greenwood](https://find.wellspent.co/advisors/connor-greenwood.md) | Hanseatic Management Services | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Roman Sandoval](https://find.wellspent.co/advisors/roman-sandoval.md) | Redw Wealth | Albuquerque, New Mexico | | Percentage of assets, Hourly, Fixed fees | ## 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).