Fee-only financial advisors in New Mexico who charge hourly or a flat fee

44 fee-only advisers in New Mexico offer financial planning for an hourly, fixed or subscription fee. 31 of them state their prices in dollars in their filed brochure, and we quote those prices below.

In New Mexico, the median published hourly rate is $300 (27 firms; middle half $200⁠–⁠$400), and the median flat or project fee is $4,000 (17 firms), as of October 2026.

What advisors in New Mexico charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$300/hr$200⁠–⁠$400/hr27 firms
Flat or project fee$4,000$2,750⁠–⁠$5,25017 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee-only advisors in New Mexico and their published fees

31 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Altamira Financial Group, LLCSanta Fe$200/hrNot publishedNot published
Bco Wealth Management, LLCCarlsbadNot published$500⁠–⁠$5,000Not published
Be Brave Not Broke LLCAlbuquerqueNo AUM fee$300/hrNot publishedNot published
Bustamante Financial PlanningSanta FeNo AUM fee$180/hrNot publishedNot published
CounterpointSanta Fe$300/hr$1,000⁠–⁠$2,500Not published
Cratty & Swanson Advisors L.L.C.Las Cruces$325/hrNot publishedNot published
Drucker, David J. Dba Sunset Financial ManagementAlbuquerqueNo AUM feeNot published$5,000Not published
Ego Death Financial LLCAlbuquerqueNot published$200⁠–⁠$2,160Not published
Field Capital Management, LLCSanta Fe$200/hrNot publishedNot published
Financial Design & ResearchAlbuquerque$300⁠–⁠$600/hr$3,000Not published
Hanseatic Management Services IncAlbuquerque$400/hr$3,000$8,000/yr
Hegarty Investment Logic, LLCAztec$150⁠–⁠$250/hrNot publishedNot published
Highrocks Wealth, LLCSanta Fe$400/hr$4,000Not published
Intentional Finance, LLCAlbuquerque$500/hrUp to $20,000Not published
Jackson & Associates, Inc.Albuquerque$300/hr$5,000Not published
Madrid Wealth ManagementAlbuquerque$500/hr$5,000$2,500/qtr
Mountain Sky Investment AdvisorsSanta Fe$300/hrNot publishedNot published
Pihl Financial PlanningAlbuquerque$275/hrNot publishedNot published
Portfolio Wealth AdvisorsAlbuquerque$500/hrNot publishedNot published
Randall Financial LLCAlbuquerque$250/hr$500⁠–⁠$12,000Not published
Redw Wealth LLCAlbuquerque$225⁠–⁠$650/hr$3,500Not published
Retirement SolutionsRio Rancho$200/hr$500⁠–⁠$10,000$500/yr
Retirement Wealth Guidance LLCAlbuquerque$300/hrNot publishedNot published
Sandia Wealth Management, LLCAlbuquerque$175/hrNot publishedNot published
Seasons Wealth Services LLCAlbuquerque$300/hr$3,600⁠–⁠$12,000$300⁠–⁠$1,000/mo
Steve Lynch Wealth ManagementAlbuquerque$500/hrNot publishedNot published
T.c. Schwab Financial Planning, LLCSanta FeNo AUM fee$275/hrNot publishedNot published
The Tiny House AdviserAbiquiuNo AUM feeNot published$1,000⁠–⁠$15,000Not published
Thoughtful Wealth Advisory LLCAbiquiu$150/hr$295Not published
Truepath Financial PlanningAlbuquerque$250/hr$250Not published
Ulrich Investment ConsultantsAlbuquerque$100⁠–⁠$500/hrNot publishedNot published
Other registered firms that do not publish dollar fees (13)

Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.

Cities in New Mexico