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Find The Best Financial Advisors in Santa Fe, New Mexico

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 Santa Fe is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Fe & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Santa Fe, New Mexico, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 9 non-vetted financial advisors in Santa Fe, New Mexico, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Fe, 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 Santa Fe, New Mexico

Savant Wealth Management

505-800-7797

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
THORNBURG INVESTMENT MANAGEMENT INC 2300 North Ridgetop Road, Santa Fe, NM, 87506	106357	$41,832,394,631	750	A percentage of AUM, Performance Based
SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue, Santa Fe, NM, 87505	151477	$599,019,302	11	A percentage of AUM, Performance Based
BETTER MONEY DECISIONS 460 St. Michael'S Drive, Suite 902 Santa Fe, NM, 87505	172980	$326,787,724	925	A percentage of AUM, Fixed fees
LONGVIEW ASSET MANAGEMENT, LLC 136 Grant Avenue, Santa Fe, NM, 87501	122997	$292,678,145	610	A percentage of AUM, Hourly charges, Fixed fees
SANTA FE ADVISORS LLC 330 Garfield Street, Ste. 301 Santa Fe, NM, 87501	170872	$170,827,000	225	A percentage of AUM, Fixed fees
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. 535 Cerrillos Road, Suite A2 Santa Fe, NM, 87501	164970	$134,076,856	740	A percentage of AUM, Hourly charges, Fixed fees
FINANCIAL PARTNERS, LLC 613 Old Santa Fe Trail, Santa Fe, NM, 87505	170002	$121,449,205	391	A percentage of AUM, Hourly charges
ALTAMIRA FINANCIAL GROUP, LLC 1012 Marquez Place, Unit 204a Santa Fe, NM, 87505	316907	$115,920,360	201	A percentage of AUM, Hourly charges
CITY DIFFERENT INVESTMENTS 925 Paseo De Peralta, Santa Fe, NM, 87501	310982	$114,585,236	91	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Santa Fe, New Mexico

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

List of Qualified Financial Advisors in Santa Fe, New Mexico

Savant Wealth Management

Address

Edelman Financial Engines, LLC

Address

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

Select other cities around Santa Fe, 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 Santa Fe, New Mexico
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy