Fee-Only Financial Advisors in Santa Fe, NM

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 Santa Fe, NM 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".

Every Santa Fe, NM Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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.

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.

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

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

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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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