Portfolio Wealth Advisors fees and pricing

Financial planner in Albuquerque, New Mexico. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 7, 2026, Portfolio Wealth Advisors charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The hourly rate for Financial Consulting Services is $500 per hour, plus applicable New Mexico gross receipts tax.”

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

“The actual fee charged to each client may be negotiable based on factors such as the client’s amount of assets under management and the overall complexity of the services provided.”
“Program fees are divided and billed quarterly in arrears.”

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.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.85% a year
Clients: 283
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $395,456,386
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 145687
Website: portfoliollc.com (opens in new tab)
Phone: (505) 884-3445

Is something on this page wrong or out of date?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