Fee-OnlyFinder

Financial planning in Albuquerque, NM

20 advisers in Albuquerque offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 20

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 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 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 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 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 reported
Portfolio 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 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