Fee-Only Financial Planners in Santa Fe, NM

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.

Fee-Only Financial Planners in Santa Fe, NM:

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

Santa Fe, 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

  • 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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