Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Albuquerque, New Mexico

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Albuquerque is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Albuquerque & pick the one as per your needs

How To Find The Best Financial Advisors in Albuquerque, New Mexico
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Albuquerque, New Mexico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 18 non-vetted financial advisors in Albuquerque, New Mexico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Albuquerque, New Mexico have an average of 35 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Albuquerque, New Mexico

Edelman Financial Engines, LLC

877-208-7414

Address

6565 Americas Parkway NE,
Suite 850,
Albuquerque, NM 87110 See Details

Savant Wealth Management

505-800-7797

Address

2000 Old Pecos Trail,
Santa Fe, NM 87505 See Details

Top Financial Advisor Firms in Albuquerque, New Mexico (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ULRICH INVESTMENT CONSULTANTS 1805 Rio Grande Boulevard Nw, Suite 1 Albuquerque, NM, 87104	159499	$3,279,256,426	999	A percentage of AUM, Hourly charges, Fixed fees
REDW WEALTH LLC 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM, 87113	109446	$1,004,648,408	1227	A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED FEES FOR BUNDLED SERVICES)
JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113	109791	$758,200,188	2212	A percentage of AUM, Fixed fees
ZANETTI FINANCIAL, LLC 5130 San Francisco Rd Ne, Suite A Albuquerque, NM, 87109	282089	$404,472,409	938	A percentage of AUM
HS WEALTH PARTNERS 316 Osuna Road Ne, Suite 400 Albuquerque, NM, 87107	330640	$397,587,843	578	A percentage of AUM
PORTFOLIO WEALTH ADVISORS 6100 Uptown Blvd Ne, Suite 540 Albuquerque, NM, 87110	145687	$373,189,200	750	A percentage of AUM, Hourly charges
DXD CAPITAL 6700 Jefferson Street Ne, Building E Albuquerque, NM, 87109	329580	$258,923,901	11	A percentage of AUM, Performance Based
TITAN FUND MANAGEMENT, LLC 6300 Riverside Plaza Ln, Nw, Suite 200 Albuquerque, NM, 87120	290562	$229,099,553	3	A percentage of AUM, Performance Based
SANDIA WEALTH MANAGEMENT, LLC 9201 Montgomery Ne Suite 401, Albuquerque, NM, 87111	159402	$174,250,000	539	A percentage of AUM, Hourly charges
CROSS STATE FINANCIAL GROUP LLC 6721 Academy Rd. Ne, Suite B Albuquerque, NM, 87109	282011	$166,767,480	1028	A percentage of AUM, Hourly charges, Fixed fees
MERIDIAN WEALTH ADVISORS, LLC 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122-2969	140991	$144,880,441	257	A percentage of AUM, Fixed fees
STEVE LYNCH WEALTH MANAGEMENT 6605 Uptown Blvd. Ne, Suite 330 Albuquerque, NM, 87110	113715	$133,689,469	515	A percentage of AUM, Fixed fees
CROW FINANCIAL ADVISORS 8210 Louisiana Blvd Ne, Suite B Albuquerque, NM, 87113	114077	$130,306,523	574	A percentage of AUM, Hourly charges, Other (PLAN ADVISEMENT)
MADRID WEALTH MANAGEMENT 9400 Holly Ave Ne, Bldg 4 Albuquerque, NM, 87122	333331	$127,342,065	243	A percentage of AUM, Hourly charges, Fixed fees
WATERROCK WEALTH MANAGEMENT 6565 Americas Parkway Ne, Ste 200 Albuquerque, NM, 87110	296462	$113,231,308	236	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Albuquerque, New Mexico

How To Find The Best Financial Advisors in Albuquerque, New MexicoLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Albuquerque, New Mexico

Edelman Financial Engines, LLC

Address

Savant Wealth Management

Address

Top Financial Advisor Firms in Albuquerque, New Mexico (Ranked by AUM)

Select other cities around Albuquerque, New Mexico to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Albuquerque, New Mexico
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy