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.

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Fee-Only Financial Planners in New Mexico:

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.

Lea Ann Knight

CFP®

Better Money Decisions

Santa Fe, NM

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

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

Jason Edgerton

CFP®

Certified Financial Strategies

Tesuque, NM

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

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

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, 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.

Brian Cochran

John Moore Associates

Albuquerque, NM

Ross Nettles

REDW Wealth LLC

Albuquerque, NM

Paul Madrid

REDW Wealth LLC

Albuquerque, NM

Dorine Sanchez

REDW Wealth LLC

Albuquerque, NM

Michael Albillar

CFP®

MGM, LLC

Albuquerque, NM

Robert Latimer

REDW Wealth LLC

Albuquerque, NM

Mariah Sacoman

HighRocks Wealth, LLC

Santa Fe, NM

David Cechanowicz

REDW Wealth LLC

Albuquerque, 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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