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Filter by name, location, or specialty. All data from public SEC filings.

Showing Retirement Planning advisors in NM, SANTA FE

3 advisers found

Santa Fe, NM

AUM

$151.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

505-982-9661

Santa Fe, NM

AUM

$6.3M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

(505) 920-0162

Santa Fe, NM

AUM

$130.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

505-477-3334