Hanseatic Management Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Should a client request services that are outside the scope of contracted services, Hanseatic charges an hourly fee of $400.00 for such work.”

Flat or project fee

$3,000

“Base fee for either comprehensive planning option is $3000, but varies depending on complexity.”

Annual fee

$8,000/yr

“The base fee for the annual retainer is $8000.”

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

How Hanseatic Management Services Inc bills

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

• “Fees for services by other professionals are charged in addition to Hanseatic’s fees and either billed directly from the other professional or through Hanseatic.”
• “Hanseatic separately states the amount of NM GRT it collects from a client that is then paid to the State of New Mexico on its invoice.”
• “Clients can request a copy of their invoice(s) as the NM GRT is not separately shown on the custodial statement(s).”

How Hanseatic Management Services Inc’s fees compare

• Its hourly rate of $400 is above the New Mexico median of $300. 73% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 9 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 Hanseatic Management Services Inc

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1995 (31 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

1.95% a year

Clients

216

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and other services

Assets managed

$174,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107110

Website

linkedin.com/company/hanseaticservices (opens in new tab)

Phone

(505) 828-2824

Can advise clients in 6 states: Arizona, California, Colorado, New Mexico, Texas, Wisconsin

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
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/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