Madrid Wealth Management fees and pricing
Financial planner in Albuquerque, New Mexico. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 25, 2026, Madrid Wealth Management charges $500 an hour, a flat or project fee of $5,000, and a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly rate is $500.”
- Flat or project fee
- $5,000
“We charge an initial fee of $5,000 for initial construction of the plan and a recurring fixed fee for Ongoing Financial Planning.”
- Quarterly fee
- $2,500/qtr
“Recurring fees are paid quarterly in arrears, starting from $2,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Madrid Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Please visit tax.newmexico.gov for current rates based in Albuquerque. 9 Wealth Management Services and Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for flows and partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Madrid Wealth Management’s fees compare
- Its hourly rate of $500 is above the New Mexico median of $300. 88% of the 26 other New Mexico planners that publish an hourly rate charge less.
- 12 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
- 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.
About Madrid Wealth Management
“We offer wealth management, investment management services, financial planning, retirement plan consulting, retirement plan management, and education services.”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 128
- 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 businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $212,050,883
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333331
- Phone
- (505) 633-5332
Can advise clients in 4 states: Arizona, California, New Mexico, Texas
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
- Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
- Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000
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.