Fiduciary advisors in Albuquerque, NM

16 registered advisers

16 SEC-registered fiduciary advisory firms operate in Albuquerque, New Mexico. The fee-only share stands at 100%, with 16 firms declining all forms of commission-based compensation.

CROSS STATE FINANCIAL GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #282011
Typical Fee--
AUM$167M
Minimum--
Clients1,028

DXD CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #329580
Typical Fee--
AUM$295M
Minimum--
Clients17

HANSEATIC MANAGEMENT SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #107110
Typical Fee--
AUM$134M
Minimum--
Clients199

JOHN MOORE & ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #109791
Typical Fee--
AUM$970M
Minimum--
Clients2,723

MADRID WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #333331
Typical Fee--
AUM$212M
Minimum--
Clients428

MERIDIAN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #140991
Typical Fee--
AUM$145M
Minimum--
Clients257

OAKMONT ADVISORY GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #158890
Typical Fee--
AUM$127M
Minimum--
Clients491

PORTFOLIO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #145687
Typical Fee--
AUM$395M
Minimum--
Clients761

REDW WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #109446
Typical Fee--
AUM$881M
Minimum--
Clients1,019

SANDIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #159402
Typical Fee--
AUM$174M
Minimum--
Clients539

SKG CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #286554
Typical Fee--
AUM$129M
Minimum--
Clients277

STEVE LYNCH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #113715
Typical Fee--
AUM$132M
Minimum--
Clients582

TITAN FUND MANAGEMENT, LLC

Fee-Only, No Conflicts
Albuquerque, New MexicoCRD #290562
Typical Fee--
AUM$229M
Minimum--
Clients3

ULRICH INVESTMENT CONSULTANTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #159499
Typical Fee--
AUM$3.6B
Minimum--
Clients1,032

WATERROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #296462
Typical Fee--
AUM$133M
Minimum--
Clients275

ZANETTI FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Albuquerque, New MexicoCRD #282089
Typical Fee--
AUM$404M
Minimum--
Clients938
Fiduciary Advisors in Albuquerque, New Mexico | FiduciaryListings