Fee-only financial advisors in Albuquerque, New Mexico
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Scott Floersheim Meridian Wealth Advisors, LLC Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Connie Lee Lakeridge Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Paul Madrid Madrid Wealth Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Peter Lehrman Sandia Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lee Munson Portfolio Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ann Shubert Equila Financial, LLC Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
By the numbers
- Advisors listed
- 32
- Firms
- 20
- Hold the CFP
- 53%
- Other credentials: CFA 13% · CPA 3% · ChFC 3%
- How they charge (of 32 with fees on file): percentage of assets 94% · fixed fees 75% · hourly 66% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in New Mexico by fee, assets, or credential
Questions about fee-only advisors in Albuquerque
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.
All 32 advisors in Albuquerque
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Richard Jackson | Jackson & Associates | Albuquerque | 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 |
| 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 |
| 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 |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, 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 |
| Amy Stangel | Hanseatic Management Services | Albuquerque | CFP | Percentage of assets, Hourly |
| Angella Welcome | Pioneer Wealth Management Group | Albuquerque | CFP | Percentage of assets, Hourly |
| Jude Gleason | Redw Wealth | Albuquerque | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Connor Greenwood | Hanseatic Management Services | Albuquerque | Not listed | Percentage of assets, Hourly |
| Justin Grinstead | Grinstead Wealth Management | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Lucas Clark | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
| Roman Sandoval | Redw Wealth | Albuquerque | Not listed | Percentage of assets, Hourly |
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