Flat fee financial advisors in New Mexico
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in New Mexico is $3,750, from 16 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750-$5,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,750 | $2,750-$5,250 | 16 firms |
Flat fee financial advisors in New Mexico and their published fees
16 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Ego Death Financial LLCAlbuquerque | Not published | $200-$2,160 | Not published |
| Truepath Financial PlanningAlbuquerque | $250/hr | $250 | Not published |
| Thoughtful Wealth Advisory LLCAbiquiu | $150/hr | $295 | Not published |
| Bco Wealth Management, LLCCarlsbad | Not published | $500-$5,000 | Not published |
| Randall Financial LLCAlbuquerque | $250/hr | $500-$12,000 | Not published |
| Retirement SolutionsRio Rancho | $200/hr | $500-$10,000 | $500/yr |
| CounterpointSanta Fe | $300/hr | $1,000-$2,500 | Not published |
| The Tiny House AdviserAbiquiuNo AUM fee | Not published | $1,000-$15,000 | Not published |
| Financial Design & ResearchAlbuquerque | $300-$600/hr | $3,000 | Not published |
| Hanseatic Management Services IncAlbuquerque | $400/hr | $3,000 | $8,000/yr |
| Redw Wealth LLCAlbuquerque | $225-$650/hr | $3,500 | Not published |
| Highrocks Wealth, LLCSanta Fe | $400/hr | $4,000 | Not published |
| Drucker, David J. Dba Sunset Financial ManagementAlbuquerqueNo AUM fee | Not published | $5,000 | Not published |
| Jackson & Associates, Inc.Albuquerque | $300/hr | $5,000 | Not published |
| Madrid Wealth ManagementAlbuquerque | $500/hr | $5,000 | $2,500/qtr |
| Intentional Finance, LLCAlbuquerque | $500/hr | Up to $20,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (15)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Be Brave Not Broke LLC, Albuquerque
- Mountain Sky Investment Advisors, Santa Fe
- Pihl Financial Planning, Albuquerque
- Steve Lynch Wealth Management, Albuquerque
- Ulrich Investment Consultants, Albuquerque
- Cross State Financial Group LLC, Albuquerque
- Educated Wallet LLC, Albuquerque
- Finance Wisdom, Edgewood
- Grinstead Wealth Management, Albuquerque
- Horizons Sustainable Financial Services, Inc., Santa Fe
- John Moore & Associates Inc, Albuquerque
- Robinson Wealth and Financial Planning, Hobbs
- Santa Fe Advisors LLC, Santa Fe
- Waterrock Wealth Management, Albuquerque
- Zia Capital Investments LLC, Albuquerque