Retirement plan consulting in Santa Fe, NM

3 advisers in Santa Fe offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 3

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 reported 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