Fee-OnlyFinder

Advisers in New Mexico

38 advisers in 6 New Mexico cities, 38 registered with SEC or state.

Financial planning (30)Hourly fees (18)Flat / fixed fees (18)% of assets managed (38)Retirement plan consulting (12)

Cities

Albuquerque23 advisersSanta Fe9 advisersCarlsbad2 advisersLas Cruces2 advisersAztec1 adviserLos Lunas1 adviser

All advisers in New Mexico

Altamira Financial Group, LLC1012 Marquez Place, Unit 204a · Santa Fe, NM 87505 · (505) 477-3334 · Financial planningCRD 316907 · % of assets, Hourly charges · $130.3 million AUMSEC registeredNo commissions reportedBco Wealth Management, LLC412 N Canal St · Carlsbad, NM 88220 · (575) 887-2013 · Financial planningCRD 322276 · % of assets, Fixed fees · $359.8 million AUMSEC registeredNo commissions reportedCity Different Investments925 Paseo De Peralta · Santa Fe, NM 87501 · (505) 416-4550 · % of assets managedCRD 310982 · % of assets, Performance-based fees, Other · $244.4 million AUMSEC registeredNo commissions reportedCloak Advisors2701 San Pedro Dr Ne, Suite 16 · Albuquerque, NM 87110 · (505) 242-9292 · Financial planningCRD 137781 · % of assets · $36.0 million AUMState registeredNo commissions reportedCoalson Financial Services, LLC500 North Church Street · Las Cruces, NM 88001 · (505) 977-8338 · Financial planningCRD 148603 · % of assets · $13.6 million AUMState registeredNo commissions reportedCross State Financial Group LLC6721 Academy Rd. Ne, Suite B · Albuquerque, NM 87109 · (800) 621-6974 · Financial planningCRD 282011 · % of assets, Hourly charges, Fixed fees · $188.3 million AUMSEC registeredNo commissions reportedDyad Capital LLCSimms Building 400 Gold Ave Sw, Suite 260 · Albuquerque, NM 87102 · (505) 660-2667 · % of assets managedCRD 325741 · % of assets · $2.3 million AUMState registeredNo commissions reportedEducated Wallet LLC122 Tulane Dr. Se, Ste 11 · Albuquerque, NM 87106 · (505) 514-9310 · Financial planningCRD 322021 · % of assets, Subscription fees, Fixed fees · $12.6 million AUMState registeredNo commissions reportedFinancial Partners, LLC613 Old Santa Fe Trail · Santa Fe, NM 87505 · (505) 795-7910 · Financial planningCRD 170002 · % of assets, Hourly charges · $181.7 million AUMSEC registeredNo commissions reportedG. Allen Financial INC.300 Paseo De Peralta, Suite 209 · Santa Fe, NM 87501 · (505) 466-3550 · Financial planningCRD 119180 · % of assets · $101.0 million AUMState registeredNo commissions reportedGrinstead Wealth Management6565 Americas Parkway Ne, Suite 200 · Albuquerque, NM 87110 · (505) 397-1629 · Financial planningCRD 334096 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reportedHanseatic Management Services INC5600 Wyoming Ne, Suite 220 · Albuquerque, NM 87109 · (505) 828-2824 · Financial planningCRD 107110 · % of assets, Hourly charges, Fixed fees · $174.0 million AUMSEC registeredNo commissions reportedHegarty Investment Logic, LLC209 East Blanco St, Suite a · Aztec, NM 87410 · (505) 334-2011 · Financial planningCRD 146678 · % of assets, Hourly charges · $26.9 million AUMState registeredNo commissions reportedHighrocks Wealth, LLC1925 Aspen Drive, 200b · Santa Fe, NM 87505 · (505) 920-0162 · Financial planningCRD 293842 · % of assets, Hourly charges, Fixed fees · $6.3 million AUMState registeredNo commissions reportedHorizons Sustainable Financial Services, INC.535 Cerrillos Road, Suite A2 · Santa Fe, NM 87501 · (505) 982-9661 · Financial planningCRD 164970 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedHurst Capital Management6211 San Mateo Blvd, Suite 150 · Albuquerque, NM 87109 · (505) 243-7696 · % of assets managedCRD 115185 · % of assets · $89.0 million AUMState registeredNo commissions reportedIntentional Finance, LLC7770 Jefferson St Ne, Suite 430 · Albuquerque, NM 87109 · (505) 563-4500 · Financial planningCRD 288181 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reportedJackson & Associates, INC.8300 Carmel Ave. Ne, Suite 202 · Albuquerque, NM 87122 · (505) 944-8404 · Financial planningCRD 315102 · % of assets, Hourly charges, Fixed fees · $101.4 million AUMState registeredNo commissions reportedJohn Moore & Associates INC8220 San Pedro Dr Ne, Suite 310 · Albuquerque, NM 87113 · (505) 881-5100 · Financial planningCRD 109791 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedKiehne Wealth & Retirement, LLC2210 Sun Ranch Village Loop, Suite 1d · Los Lunas, NM 87031 · (505) 585-2444 · % of assets managedCRD 309251 · % of assets · $5.0 million AUMState registeredNo commissions reportedMadrid Wealth Management9400 Holly Ave Ne, Bldg 4 · Albuquerque, NM 87122 · (505) 633-5332 · Financial planningCRD 333331 · % of assets, Hourly charges, Fixed fees · $212.1 million AUMSEC registeredNo commissions reportedMarket Gauge Asset Management404 Kiva Court Suite G · Santa Fe, NM 87505 · (505) 603-1277 · % of assets managedCRD 194517 · % of assets, Performance-based fees · $18.7 million AUMState registeredNo commissions reportedOakmont Advisory Group, LLC2001 Carlisle Blvd Ne, Suite D · Albuquerque, NM 87110 · (505) 821-6966 · Financial planningCRD 158890 · % of assets · $149.5 million AUMSEC registeredNo commissions reportedPerini Capital910 West Pierce Street, Suite 225 · Carlsbad, NM 88220 · (575) 725-1978 · % of assets managedCRD 158540 · % of assets, Performance-based fees · $287.0 million AUMSEC registeredNo commissions reportedPortfolio Wealth Advisors6100 Uptown Blvd Ne, Suite 540 · Albuquerque, NM 87110 · (505) 884-3445 · Financial planningCRD 145687 · % of assets, Hourly charges · $395.5 million AUMSEC registeredNo commissions reportedRedw Wealth LLC8801 Horizon Blvd Ne, Suite 401 · Albuquerque, NM 87113 · (505) 998-3200 · Financial planningCRD 109446 · % of assets, Hourly charges, Fixed fees · $869.2 million AUMSEC registeredNo commissions reportedRetirement Wealth Guidance LLC6121 Indian School Rd. Ne, Suite 102 · Albuquerque, NM 87110 · (505) 500-4032 · Financial planningCRD 313217 · % of assets, Hourly charges · $10.5 million AUMState registeredNo commissions reportedSandia Wealth Management, LLC9201 Montgomery Ne Suite 401 · Albuquerque, NM 87111 · (505) 296-1100 · Financial planningCRD 159402 · % of assets, Hourly charges · $193.5 million AUMSEC registeredNo commissions reportedSanta Fe Advisors LLC330 Garfield Street, Ste. 301 · Santa Fe, NM 87501 · (505) 501-6200 · Financial planningCRD 170872 · % of assets, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedSkg Capital Advisors, LLC6757 Academy Road, Ne, Suite a · Albuquerque, NM 87109 · (505) 856-5444 · Financial planningCRD 286554 · % of assets · $129.4 million AUMSEC registeredNo commissions reportedSteve Lynch Wealth Management6605 Uptown Blvd. Ne, Suite 370 · Albuquerque, NM 87110 · (505) 881-7526 · Financial planningCRD 113715 · % of assets, Fixed fees · $153.4 million AUMSEC registeredNo commissions reportedThornburg Investment Management INC2300 North Ridgetop Road · Santa Fe, NM 87506 · (505) 467-7283 · % of assets managedCRD 106357 · % of assets · $54.5 billion AUMSEC registeredNo commissions reportedTruepath Financial Planning3240-B Juan Tabo Blvd Ne, Suite A-2 · Albuquerque, NM 87111 · (505) 797-7765 · Financial planningCRD 144118 · % of assets, Hourly charges, Fixed fees · $36.7 million AUMState registeredNo commissions reportedUlrich Investment Consultants1805 Rio Grande Boulevard Nw, Suite 1 · Albuquerque, NM 87104 · (505) 224-9100 · Financial planningCRD 159499 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedWaterrock Wealth Management6565 Americas Parkway Ne, Ste 200 · Albuquerque, NM 87110 · (505) 831-6342 · Financial planningCRD 296462 · % of assets, Hourly charges, Fixed fees · $153.7 million AUMSEC registeredNo commissions reportedWestwind Capital1800 S. Telshor · Las Cruces, NM 88011 · (575) 556-8500 · Financial planningCRD 106802 · % of assets · $795.9 million AUMSEC registeredNo commissions reportedZanetti Financial, LLC5130 San Francisco Rd Ne, Suite a · Albuquerque, NM 87109 · (505) 250-3754 · % of assets managedCRD 282089 · % of assets · $809.4 million AUMSEC registeredNo commissions reportedZia Capital Investments LLC9201 Montgomery Blvd Ne, Building 1, Ste 8 · Albuquerque, NM 87111 · (505) 550-7845 · Financial planningCRD 332414 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reported