EDUCATED WALLET LLC
Albuquerque, NM
AUM
$12.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
505-514-9310
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NM
34 advisers found
ZIA CAPITAL INVESTMENTS LLC
Albuquerque, NM
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(505) 550-7845
RETIREMENT WEALTH GUIDANCE LLC
Albuquerque, NM
AUM
$10.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
505-500-4032
GRINSTEAD WEALTH MANAGEMENT
Albuquerque, NM
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
505-397-1629
HIGHROCKS WEALTH, LLC
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
CRATTY & SWANSON ADVISORS L.L.C.
Las Cruces, NM
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; REFFERAL FEES
575-222-0389
ALTAMIRA FINANCIAL GROUP, LLC
Santa Fe, NM
AUM
$130.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505-477-3334
Full profileNo website
COALSON FINANCIAL SERVICES, LLC
Las Cruces, NM
AUM
$13.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
505-977-8338
Full profileNo website
FIELD CAPITAL MANAGEMENT, LLC
Santa Fe, NM
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
505.982.4901
Full profileNo website
SEASONS WEALTH SERVICES LLC
Albuquerque, NM
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
505-333-8872
Full profileNo website
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