Retirement Wealth Guidance LLC fees and pricing

Financial planner in Albuquerque, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 19, 2026, Retirement Wealth Guidance LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Based Financial Planning Hourly Fee Project Based Financial Planning engagements are offered at an hourly rate of $300 per hour.”

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

“The fee is 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 any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 8 If RWG utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee.”

Its hourly rate of $300 matches the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
4 of the 15 other planners in Albuquerque that publish an hourly rate charge less.

Principal: Vicente Sanchez
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 12
Employees: 1
Works with: Individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $10,515,475
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 313217
Website: twitter.com/JoseVSanchezNM (opens in new tab)
Phone: (505) 500-4032

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