Sandia Wealth Management, LLC fees and pricing
Financial planner in Albuquerque, New Mexico. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Sandia Wealth Management, LLC charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“We charge an hourly rate of $175 per hour for consulting services with a minimum of 2 hours per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sandia Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our management fee is negotiable based on the size of our client’s account and is calculated and collected quarterly in advance.”
- “We provide a fee invoice that details the amount of the client’s management fees and Gross Receipts Tax for each billing period through our online secure portal.”
- “Because we charge in advance, any client that terminates their contract within a quarter will receive a prorated refund of fees that is based on the amount of time elapsed during the quarter.”
How Sandia Wealth Management, LLC’s fees compare
- Its hourly rate of $175 is below the New Mexico median of $300. 4% of the 26 other New Mexico planners that publish an hourly rate charge less.
- None of the 15 other planners in Albuquerque that publish an hourly rate charge less.
About Sandia Wealth Management, LLC
- Firm size: 3 employees.
- Founded: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 231
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $193,482,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159402
- Phone
- (505) 296-1100
Can advise clients in 2 states: 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.