Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
A densely populated state like New Mexico has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Mexico and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
New Mexico
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
New Mexico
have an average of
35
years of experience.
NOTE: The list of vetted financial
advisors in
New Mexico
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
New Mexico.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 35 Years | $0 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6565 Americas Parkway NE,
Suite 850,
Albuquerque,
NM
87110
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
2000 Old Pecos Trail,
Santa Fe,
NM
87505
Phone Number
505-800-7797
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 202 | 750 | $41,832,394,631 | A percentage of AUM, Performance Based
|
|
| 26 | 999 | $3,279,256,426 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 12 | 2212 | $758,200,188 | A percentage of AUM, Fixed fees
|
|
| 7 | 1945 | $715,145,223 | A percentage of AUM
|
|
| 9 | 11 | $599,019,302 | A percentage of AUM, Performance Based
|
|
| 2 | 938 | $404,472,409 | A percentage of AUM
|
|
| 5 | 578 | $397,587,843 | A percentage of AUM
|
|
| 3 | 750 | $373,189,200 | A percentage of AUM, Hourly charges
|
|
| 8 | 925 | $326,787,724 | A percentage of AUM, Fixed fees
|
|
| 7 | 1111 | $300,482,599 | A percentage of AUM, Fixed fees
|
|
| 6 | 610 | $292,678,145 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 28 | 11 | $258,923,901 | A percentage of AUM, Performance Based
|
|
| 22 | 3 | $229,099,553 | A percentage of AUM, Performance Based
|
|
| 3 | 539 | $174,250,000 | A percentage of AUM, Hourly charges
|
|
| 5 | 225 | $170,827,000 | A percentage of AUM, Fixed fees
|
A financial advisor is a professional who provides financial services (i.e. financial planning, creating investment strategies, wealth management, retirement planning, etc.) to their clients based on their specific circumstances and financial goals. As a New Mexico resident, you may need the help of a financial advisor if you need personalized guidance in achieving your financial objectives or help to make more informed financial decisions. To learn more, explore this guide on why and when you may need a financial advisor.
A financial advisor in New Mexico can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
When evaluating the qualifications of financial advisors in New Mexico, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) certification. To further explore the various credentials an advisor can hold, read more about advisor designations.
Yes, financial advisors in New Mexico should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in New Mexico, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.
Yes, a financial advisor in New Mexico can provide guidance on local tax strategies and exemptions unique to the state. New Mexico has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in New Mexico can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read about how a financial advisor can help you manage your finances.
Financial advisors in New Mexico offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. You can access detailed information about their services, fees, credentials, and more by clicking on the "View full profile" button of any vetted financial advisor listed on the New Mexico directory. Read on to better understand how financial advisors can assist you with the various services they provide.
When comparing different financial advisors in New Mexico, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in New Mexico, specifically tailored to your financial needs and goals.
Yes, there are several online tools and resources that can assist you in searching for financial advisors in New Mexico. We recommend using the WiserAdvisor online directory for the state of New Mexico to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
To determine if a financial advisor in New Mexico specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of New Mexico specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in New Mexico can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.
New Mexico-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment in accordance with future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read on about the ten retirement investment strategies you need to know.
Yes, there are financial advisors in New Mexico who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, and retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of New Mexico may not include advisors that specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.
Financial advisors in New Mexico often recommend several strategies for retirement planning to ensure a secure future. These strategies may include:
- Diversified Investments: Advisors suggest diversifying your investment portfolio to manage risk and maximize returns.
- Regular Contributions: Consistently contribute to retirement accounts, such as 401(k)s or IRAs, to build a substantial retirement nest egg.
- Tax-Efficient Withdrawals: Plan for tax-efficient withdrawals during retirement by understanding the tax implications of different retirement accounts.
- Asset Allocation: Advisors help determine the right mix of assets based on your risk tolerance and retirement goals.
- Long-Term Care Planning: They may recommend long-term care insurance or strategies to address potential health care costs in retirement.
- Social Security Optimization: Advisors can assist in optimizing your Social Security benefits for maximum lifetime income.
To ensure you are making an informed decision to secure your future in retirement, explore the ten retirement investment strategies you need to know.
Yes, a financial advisor in New Mexico can help you with college savings and planning for your children's education. These advisors can analyze your finances, assess your savings goals, and recommend investment strategies. Additionally, they may provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.
Yes, there are financial advisors in New Mexico who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if starting late.
