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Find Retirement Advisors for Retirement Planning in Santa Fe, New Mexico

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Santa Fe, New Mexico

Last Updated - March 21, 2024

Santa Fe has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Santa Fe, New Mexico have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Santa Fe, New Mexico

advisor-photo

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

Top 8 Retirement Planning firms in Santa Fe, New Mexico (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
THORNBURG INVESTMENT MANAGEMENT INC
2300 North Ridgetop Road,
Santa Fe, NM, 87506
$38,735,282,461658204
A Percentage of AUM, Performance Based
2
SUN MOUNTAIN CAPITAL ADVISORS, LLC
527 Don Gaspar Avenue,
Santa Fe, NM, 87505
$720,963,790109
A Percentage of AUM, Performance Based
3
LONGVIEW ASSET MANAGEMENT, LLC
136 Grant Avenue,
Santa Fe, NM, 87501
$239,655,5675528
A Percentage of AUM, Hourly charges, Fixed Fees
4
BETTER MONEY DECISIONS
460 St. Michael'S Drive, Suite 902
Santa Fe, NM, 87505
$197,887,8882316
A Percentage of AUM, Fixed Fees
5
SANTA FE ADVISORS LLC
330 Garfield Street, Ste. 301
Santa Fe, NM, 87501
$158,333,0002235
A Percentage of AUM, Fixed Fees
6
CITY DIFFERENT INVESTMENTS
925 Paseo De Peralta,
Santa Fe, NM, 87501
$156,966,6516913
A Percentage of AUM, Performance Based
7
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
535 Cerrillos Road, Suite A2
Santa Fe, NM, 87501
$111,161,2237666
A Percentage of AUM, Hourly charges, Fixed Fees
8
FINANCIAL PARTNERS, LLC
613 Old Santa Fe Trail,
Santa Fe, NM, 87505
$99,538,5083634
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Santa Fe, 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

QualificationsFirm CRD# 164970

Assets Under Management $111,161,223

No. Of Clients766

Clients Per Financial Advisor128

HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 766 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 170002

Assets Under Management $99,538,508

No. Of Clients363

Clients Per Financial Advisor91

FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Santa Fe, New Mexico. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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