Drucker, David J. Dba Sunset Financial Management fees and pricing
Financial planner in Albuquerque, New Mexico. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 31, 2026, Drucker, David J. Dba Sunset Financial Management charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fees for financial plans are at a flat rate usually starting at $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Drucker, David J. Dba Sunset Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For asset management, the fee will be payable quarterly in advance.”
- “The first payment is due and payable upon execution of the Agreement, and will be assessed pro-rata in the event the Agreement is executed other than the first day of the new calendar quarter.”
- “If termination occurs prior to the end of a calendar quarter, a prorata refund of unearned fees will be made to the client.”
How Drucker, David J. Dba Sunset Financial Management’s fees compare
- Its flat or project fee of $5,000 is above the New Mexico median of $4,000. 56% of the 16 other New Mexico planners that publish a flat or project fee charge less.
- 5 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Drucker, David J. Dba Sunset Financial Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 2
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,950,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107815
- Phone
- (505) 453-5703
Other planners in Albuquerque that publish fees
- Be Brave Not Broke LLCAlbuquerque$300/hr
- Ego Death Financial LLCAlbuquerque$200-$2,160
- Financial Design & ResearchAlbuquerque$300-$600/hr, $3,000
- Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
- Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000
- Jackson & Associates, Inc.Albuquerque$300/hr, $5,000
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.