Fee-Only Financial Planners in New Mexico

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Select a city to refine your search:

Fee-Only Financial Planners in New Mexico:

Roger Asel

CFP®, CPA, PFS

Certified Financial Strategies

Tesuque, NM

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

Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

Donald Duncan

CFP®, CFA, CPA, PFS

D3 Financial Counselors, LLC

Downer, NM

Specialties: Integrating Planning, Investments and Taxs, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning

Fee Only Financial Planner Serving the Entire Chicago, IL Area, Santa Fe, New Mexico and select Clients Nationwide

Scott Floersheim

CPA/PFS, CFP®, RMA®, AIF®

Meridian Wealth Advisors, LLC

Albuquerque, NM

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

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

Donna Skeels Cygan

Sage Future Financial, LLC

Albuquerque, NM

Stephen Madeyski

Stephen Madeyski Financial Planning

Albuquerque, NM

Michael Albillar

CFP®

MGM, LLC

Albuquerque, NM

David Drucker

Sunset Financial Management

Albuquerque, NM

  • 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

    Get Your Checklist

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