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Find Retirement Advisors for Retirement Planning in New Mexico
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in New Mexico, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in New Mexico
Last Updated - April 16, 2024New Mexico has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in New Mexico have an average of 35 years of experience.
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List of Qualified Retirement Planning Advisors in New Mexico
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Mexico (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC 2300 North Ridgetop Road, Santa Fe, NM, 87506 | $38,735,282,461 | 658 | 204 | A Percentage of AUM, Performance Based |
| 2 | ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104 | $2,748,530,621 | 871 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | REDW WEALTH LLC 7425 Jefferson Ne, Albuquerque, NM, 87109 | $896,400,602 | 1189 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES) |
| 4 | JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113 | $722,571,918 | 662 | 12 | A Percentage of AUM, Fixed Fees |
| 5 | SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue, Santa Fe, NM, 87505 | $720,963,790 | 10 | 9 | A Percentage of AUM, Performance Based |
| 6 | SPENCE ASSET MANAGEMENT 3529 Foothills Road, Las Cruces, NM, 88011 | $482,917,004 | 1590 | 7 | A Percentage of AUM |
| 7 | PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110 | $258,187,630 | 685 | 3 | A Percentage of AUM, Hourly charges |
| 8 | TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120 | $257,742,757 | 3 | 22 | A Percentage of AUM, Performance Based |
| 9 | BCO WEALTH MANAGEMENT, LLC 412 N Canal St, Carlsbad, NM, 88220 | $240,717,249 | 1062 | 2 | A Percentage of AUM, Fixed Fees |
| 10 | LONGVIEW ASSET MANAGEMENT, LLC 136 Grant Avenue, Santa Fe, NM, 87501 | $239,655,567 | 552 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109 | $215,897,023 | 1181 | 2 | A Percentage of AUM |
| 12 | BETTER MONEY DECISIONS 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505 | $197,887,888 | 231 | 6 | A Percentage of AUM, Fixed Fees |
| 13 | SANTA FE ADVISORS LLC 330 Garfield Street, Ste. 301 Santa Fe, NM, 87501 | $158,333,000 | 223 | 5 | A Percentage of AUM, Fixed Fees |
| 14 | CITY DIFFERENT INVESTMENTS 925 Paseo De Peralta, Santa Fe, NM, 87501 | $156,966,651 | 69 | 13 | A Percentage of AUM, Performance Based |
| 15 | MGM LLC 5600 Eubank Blvd Ne, Suite 260 Albuquerque, NM, 87111 | $144,698,132 | 261 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in New Mexico
QualificationsFirm CRD# 106357
Assets Under Management $38,735,282,461
No. Of Clients658
Clients Per Financial Advisor3
THORNBURG INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 658 clients. The team consists of 204 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 159499
Assets Under Management $2,748,530,621
No. Of Clients871
Clients Per Financial Advisor44
ULRICH INVESTMENT CONSULTANTS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 871 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109446
Assets Under Management $896,400,602
No. Of Clients1189
Clients Per Financial Advisor85
REDW WEALTH LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $896M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109791
Assets Under Management $722,571,918
No. Of Clients662
Clients Per Financial Advisor55
JOHN MOORE & ASSOCIATES INC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $723M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 151477
Assets Under Management $720,963,790
No. Of Clients10
Clients Per Financial Advisor1
SUN MOUNTAIN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 106802
Assets Under Management $482,917,004
No. Of Clients1590
Clients Per Financial Advisor227
SPENCE ASSET MANAGEMENT is a financial advisory firm situated in Las Cruces, New Mexico. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1590 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 145687
Assets Under Management $258,187,630
No. Of Clients685
Clients Per Financial Advisor228
PORTFOLIO WEALTH ADVISORS is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 685 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 290562
Assets Under Management $257,742,757
No. Of Clients3
Clients Per Financial Advisor0
TITAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 322276
Assets Under Management $240,717,249
No. Of Clients1062
Clients Per Financial Advisor531
BCO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Carlsbad, New Mexico. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1062 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 122997
Assets Under Management $239,655,567
No. Of Clients552
Clients Per Financial Advisor69
LONGVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 552 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 282089
Assets Under Management $215,897,023
No. Of Clients1181
Clients Per Financial Advisor591
ZANETTI FINANCIAL, LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1181 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 172980
Assets Under Management $197,887,888
No. Of Clients231
Clients Per Financial Advisor39
BETTER MONEY DECISIONS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 231 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 170872
Assets Under Management $158,333,000
No. Of Clients223
Clients Per Financial Advisor45
SANTA FE ADVISORS LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 223 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 310982
Assets Under Management $156,966,651
No. Of Clients69
Clients Per Financial Advisor5
CITY DIFFERENT INVESTMENTS is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 136725
Assets Under Management $144,698,132
No. Of Clients261
Clients Per Financial Advisor65
MGM LLC is a financial advisory firm situated in Albuquerque, New Mexico. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 261 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals