Financial Design & Research fees and pricing

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

$300⁠-⁠$600/hr

“For a specific concern regarding financial planning, some of services are available at $300 to $600 per hour, including meeting time and preparation time, with a minimum of five hours per engagement.”

Flat or project fee

$3,000

“We charge an “initial fee” of up to $50,000 with a minimum of $3,000 for a financial plan and a “renewal fee” of up to $40,000 with a minimum of $2,400 every year thereafter, unless the agreement is terminated.”

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

How Financial Design & Research bills

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

• “Invoices would have a line item making the amount of taxes clear.”
• “The quoted fee may be negotiable depending on the relationship as well as the scope, scale, and complexity of the services required.”
• “The renewal fee would be due upon the receipt of the invoice.”

How Financial Design & Research’s fees compare

• Its hourly rate of $300-$600 is above the New Mexico median of $300. 85% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 11 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the New Mexico median of $4,000. 31% of the 16 other New Mexico planners that publish a flat or project fee charge less.
• 2 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Financial Design & Research

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$250,000 in assets (stated in brochure)

Employees

1

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

319684

Website

FinancialDesignAndResearch.com (opens in new tab)

Phone

(505) 515-9272

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• 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

Compare all 24 planners in Albuquerque