Altamira Financial Group, LLC fees and pricing
Financial planner in Santa Fe, New Mexico. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Altamira Financial Group, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Hourly fees are $200/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Altamira Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance on a three-month billing cycle.”
- “Only the initial fee will be in arrears and based upon the date the account is accepted for management by execution of the advisory agreement by AFG or when the assets are transferred through a three month billing cycle.”
- “Additional deposits and withdrawals will be added or subtracted from the assets in a prorated basis to adjust the account fee.”
How Altamira Financial Group, LLC’s fees compare
- Its hourly rate of $200 is below the New Mexico median of $300. 12% of the 26 other New Mexico planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Santa Fe that publish an hourly rate charge less.
About Altamira Financial Group, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 115
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $130,326,433
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316907
- Phone
- (505) 477-3334
Can advise clients in 3 states: California, Colorado, New Mexico
Other planners in Santa Fe that publish fees
- Bustamante Financial PlanningSanta Fe$180/hr
- CounterpointSanta Fe$300/hr, $1,000-$2,500
- Field Capital Management, LLCSanta Fe$200/hr
- Highrocks Wealth, LLCSanta Fe$400/hr, $4,000
- Mountain Sky Investment AdvisorsSanta Fe$300/hr
- T.c. Schwab Financial Planning, LLCSanta Fe$275/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.