Cratty & Swanson Advisors L.L.C. fees and pricing

Financial planner in Las Cruces, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 24, 2026, Cratty & Swanson Advisors L.L.C. charges $325 an hour for financial planning.

Published fees

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

Hourly rate: $325/hr; “Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Financial Planning Services are offered based on an hourly rate of $325 based on complexity and unique Client needs.”

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

“Clients placed with TPMs will be billed in accordance with the TPM’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
“Client may cancel services within five (5) days of signing the advisory agreement for a full refund.”
“If Client cancels after the five (5) business days, either Client will be due a pro-rata refund based on the percentage of work completed or Cratty & Swanson will be due a prorata fee based on the percentage of work completed.”

Its hourly rate of $325 is above the New Mexico median of $300. 69% of the 26 other New Mexico planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 2
Services reported to regulators: Financial planning, selecting other advisers, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 283587
Website: splashee.thefinancialhq.com/cswansdd.com (opens in new tab)
Phone: (575) 222-0389

Can advise clients in 2 states: California, New Mexico

Is something on this page wrong or out of date?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