Bco Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“BCO Wealth uses an average of the daily balance in the client’s account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bco Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BCO Wealth's fees within five business days of signing the Investment Advisory Contract.”
• “Client fees are payable quarterly, in arrears, based on assets under management.”

How Bco Wealth Management, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the New Mexico median of $4,000. 25% of the 16 other New Mexico planners that publish a flat or project fee charge less.

About Bco Wealth Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

526

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$359,771,393

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322276

Website

bco-wealth.com (opens in new tab)

Phone

(575) 887-2013

Can advise clients in 8 states: Arizona, Colorado, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, Texas

Other planners in New Mexico that publish fees

• Altamira Financial Group, LLCSanta Fe$200/hr
• Be Brave Not Broke LLCAlbuquerque$300/hr
• Bustamante Financial PlanningSanta Fe$180/hr
• CounterpointSanta Fe$300/hr, $1,000⁠-⁠$2,500
• Cratty & Swanson Advisors L.L.C.Las Cruces$325/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000

Compare all 44 planners in New Mexico