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Financial planning in Santa Fe, NM

6 advisers in Santa Fe offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 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 reported