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Advisers in Albuquerque, NM

23 advisers in Albuquerque — 23 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (13)Flat / fixed fees (14)Retirement plan consulting (8)

All advisers

Cloak Advisors2701 San Pedro Dr Ne, Suite 16 · Albuquerque, NM 87110 · (505) 242-9292 · Financial planningCRD 137781 · % of assets · $36.0 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 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 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 reported
Madrid 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 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 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 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 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 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
Talking to advisers in Albuquerque? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.