Fee-Only Financial Advisors in New Mexico

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the New Mexico area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

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Every New Mexico Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Doug Lindsey

CFP®

The H Group, Inc.

Albuquerque, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.

I can work with clients anywhere!

Joel Nance

CFP®

TruePath Financial Planning

Albuquerque, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Albuquerque, NM, serving clients locally and across the country

I can work with clients anywhere!

Scott Floersheim

CPA/PFS, CFP®, RMA®

Meridian Wealth Advisors, LLC

Albuquerque, NM

Specialties: Wealth Management, Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only Financial Planner serving the Albuquerque, NM area.

I can work with clients anywhere!

Jason Edgerton

CFP®

Certified Financial Strategies

Tesuque, NM

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning

Fee-Only financial planner located in Dallas, TX serving clients locally and across the country

I can work with clients anywhere!

Michael Albillar

CFP®

The H Group, Inc.

Albuquerque, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.

I can work with clients anywhere!

David Rosenstrock

CFP®, MBA

Wharton Wealth Planning

Santa Fe, NM

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving

Fee-Only financial planner with offices in New York, NY, Englewood Cliff, NJ and Santa Fe, NM serving clients locally and across the country

I can work with clients anywhere!

Jose V. Sanchez

CFP®, RICP®

Retirement Wealth Guidance, LLC

Albuquerque, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Helping families living with and through Alzheimer's create an action plan and avoid procrastination for a flat-fee. Located in Albuquerque, NM, serving clients locally and across the country.

I can work with clients anywhere!

Donald Duncan

CFP®, CFA®, CPA/PFS, CSEP, MBA

Savant Wealth Management

Santa Fe, NM

Specialties: Investments, Financial Planning, Tax Management, Private Trust, Family Wealth Transfer, Accounting, Payroll, and Tax Preparation, Retirement Plans

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

I can work with clients anywhere!

Jocelyn Black

CRC®

Better Money Decisions

Albuquerque, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities

Fee-Only financial planner located in Albuquerque, NM, serving clients locally and across the country

I can work with clients anywhere!

Lea Ann Knight

CFP®

Better Money Decisions

Santa Fe, NM

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities

Fee-Only financial planner located in Santa Fe, NM, serving clients locally and across the country

Laura Lynch

CFP® ABFP™ AAMS® CDFA®

The Tiny House Adviser LLC

Abiquiu, NM

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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