Fee-OnlyFinder

Advisers in Santa Fe, NM

9 advisers in Santa Fe — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

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 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 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 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 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 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 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 reported
Talking to advisers in Santa Fe? 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.