Field Capital Management, LLC 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 31, 2025, Field Capital Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial planning fees will be charged on an hourly basis to be billed at $200 per hour.”

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

“The balance is due upon completion of the plan.”
“Field Capital Management, LLC will never hold client funds greater than $500 for more than six months in advance of completion of the financial plan.”
“Fees for specific administrative and consulting services will be billed on an hourly basis, to be billed at $200 per hour.”

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.

Principal: Jolonda R. Field
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2001 (25 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 114229
Phone: (505) 982-4901

Is something on this page wrong or out of date?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