Financial advisors
Fee-only financial advisors in New Mexico
31 fee-only investment advisers in New Mexico serve individuals, across 7 cities. 17 offer hourly or flat-fee arrangements and 13 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Albuquerque 14
- Santa Fe 11
Fee-only advisers in New Mexico serving the most individuals
- Zanetti Financial, LLC Albuquerque · 1,481 individual clients
- Westwind Capital Las Cruces · 972 individual clients
- John Moore & Associates Inc Albuquerque · 714 individual clients
- Redw Wealth LLC Albuquerque · 370 individual clients
- Horizons Sustainable Financial Services, Inc. Santa Fe · 310 individual clients
- Portfolio Wealth Advisors Albuquerque · 283 individual clients
- Sandia Wealth Management, LLC Albuquerque · 231 individual clients
- Hanseatic Management Services Inc Albuquerque · 216 individual clients
- Madrid Wealth Management Albuquerque · 128 individual clients
- Altamira Financial Group, LLC Santa Fe · 115 individual clients
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Other New Mexico cities
Abiquiu
- The Tiny House Adviser $7.3M
Carlsbad
- Perini Capital $287M
Las Cruces
Roswell
Tesuque
- Fish Advisory, LLC $3.9M
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.