Fee-OnlyFinder

Flat / fixed fees in Albuquerque, NM

14 advisers in Albuquerque offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 14

Cross 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 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 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 reported
Truepath 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