Steve Lynch Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Steve Lynch Wealth Management charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Follow-up implementation work is billed separately at the rate of $500 per hour.”

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

“Fees are not negotiable but financial plans may be negotiable.”
“Billing Investment management fees are billed quarterly, in advance.”
“The client must consent in advance to direct debiting of their investment account.”

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: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: No minimum stated in brochure
Clients: 727
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $153,357,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 113715
Website: stevelynchwealth.com (opens in new tab)
Phone: (505) 881-7526

Can advise clients in 2 states: New Mexico, Texas

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