Flat / fixed fees in Santa Fe, NM

3 advisers in Santa Fe 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 3

Highrocks 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 reported Horizons 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 reported Santa 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