Bustamante Financial Planning fees and pricing

Financial planner in Santa Fe, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Bustamante Financial Planning charges $180 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $180/hr; “The fees are generally based on an hourly fee schedule of $180 per hour.”

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

“The number of hours billed depends on the extent and complexity of the client’s situation.”
“This fee is billed at the end of a session or at month end.”
“Unless otherwise agreed upon, invoices will be sent via email.”

Its hourly rate of $180 is below the New Mexico median of $300. 8% of the 26 other New Mexico planners that publish an hourly rate charge less.
None of the 6 other planners in Santa Fe that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 32
Employees: 1
Works with: Individuals, high net worth individuals, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 165175
Website: bustamantefinancialplanning.com (opens in new tab)
Phone: (505) 231-4607

Is something on this page wrong or out of date?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.