Thoughtful Wealth Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“INDIVIDUAL TOPIC FEES Financial Planning Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$295

“Prior to the planning process the Client will be provided an estimated plan fee.   RETIREMENT PROJECTION FEES Financial Planning Services are offered based on a flat fee of $295.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Thoughtful Wealth Advisory LLC bills

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

• “Fees for Asset Management Services Investment advisory fees are paid quarterly, in arrears, pursuant to the terms of the agreement.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Thoughtful Wealth Advisory LLC’s fees compare

• Its hourly rate of $150 is below the New Mexico median of $300. None of the 26 other New Mexico planners that publish an hourly rate charge less.
• Its flat or project fee of $295 is below the New Mexico median of $4,000. 6% of the 16 other New Mexico planners that publish a flat or project fee charge less.

About Thoughtful Wealth Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340039

Phone

(505) 423-5378

Other planners in Abiquiu that publish fees

• The Tiny House AdviserAbiquiu$1,000⁠-⁠$15,000
• Altamira Financial Group, LLCSanta Fe$200/hr
• Bco Wealth Management, LLCCarlsbad$500⁠-⁠$5,000
• Be Brave Not Broke LLCAlbuquerque$300/hr
• Bustamante Financial PlanningSanta Fe$180/hr
• CounterpointSanta Fe$300/hr, $1,000⁠-⁠$2,500

Compare all 44 planners in New Mexico