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
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
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.
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
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 and Santa Fe, NM serving clients locally and across the country
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.
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
Gabriel Motta
CFP®, MBA
Inclinevest®
Albuquerque, NM
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
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.
Roger Asel
CFP®, CPA/PFS
Certified Financial Strategies
Tesuque, NM
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.
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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)
