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
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
Martin Rodriguez
CFP®
EP Wealth Advisors
Santa Fe, NM
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
David Cantor
EP Wealth Advisors
Sante Fe, NM
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
New York City Fee-Only Financial Advisor and Certified Financial Planner (CFP®) offering fiduciary retirement planning and investment advisory services.
Jasmine Bair
EP Wealth Advisors
Santa Fe, NM
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jose V. Sanchez
CFP®, RICP®
Retirement Wealth Guidance, LLC
Santa Fe, 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.
Harlan Flint
EP Wealth Advisors
Santa Fe, NM
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Donald Duncan
CFP®, CFA®, CPA/PFS, CSEP, MBA
Savant Wealth Management
Santa Fe, NM
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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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)
