Find a Financial Advisor in Las Cruces, NM

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Las Cruces, NM.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Las Cruces Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Las Cruces, NM


  • Financial Advisor Close to Las Cruces, NM

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Las Cruces, NM


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Las Cruces, NM

We evaluated over 13,000 RIA firms to bring you the best of the best Las Cruces financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Las Cruces, NM?

  • Population: 102,102
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $161,200
  • Average Monthly Housing Cost: $814
  • Average Household Income: $60,116
  • New Mexico Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • New Mexico Property Tax: 2.00% (8th Lowest in U.S.)
  • New Mexico Individual Income Tax: 1.44% (12th Lowest in U.S.)
  • New Mexico Sales and Excise Tax: 4.75% (6th Highest in U.S.)



The Top Financial Advisor Firms in Las Cruces, NM

 

SPENCE ASSET MANAGEMENT

Website

(575) 556-8500

3529 Foothills Road

Las Cruces, NM 88011

SEC#: 801-43661
Years in Business: 28 years

HILLTOP SECURITIES INDEPENDENT NETWORK INC.

Website

(575) 523-0883

8100 Harvest Moon

Las Cruces, NM 88005

SEC#: 801-60812
Years in Business: 20 years

HILLTOP SECURITIES INDEPENDENT NETWORK INC.

Website

(575) 523-0883

8100 Harvest Moon

Las Cruces, NM 88005

SEC#: 801-60812
Years in Business: 20 years

HILLTOP SECURITIES INDEPENDENT NETWORK INC.

Website

(575) 523-0883

8100 Harvest Moon

Las Cruces, NM 88005

SEC#: 801-60812
Years in Business: 20 years

HILLTOP SECURITIES INDEPENDENT NETWORK INC.

Website

(575) 523-0883

8100 Harvest Moon

Las Cruces, NM 88005

SEC#: 801-60812
Years in Business: 20 years

SPIRE WEALTH MANAGEMENT, LLC

Website

(575) 323-3786

141 Roadrunner Pkwy
Suite 111
Las Cruces, NM 88011

SEC#: 801-60468
Years in Business: 20 years

MARSHALL INVESTMENT MANAGEMENT, LLC

Website

(575) 323-3425

1155-B Commerce Court

Las Cruces, NM 88011

SEC#: 801-117304
Years in Business: 2 years

MARSHALL INVESTMENT MANAGEMENT, LLC

Website

(575) 323-3425

1155-B Commerce Court

Las Cruces, NM 88011

SEC#: 801-117304
Years in Business: 2 years

MOMENTUM INDEPENDENT NETWORK INC.

Website

(575) 523-0883

8100 Harvest Moon

Las Cruces, NM 88005

SEC#: 801-60812
Years in Business: 20 years

 


Las Cruces, NM Financial Advisor FAQs

First, you have to assess comprehensively your overall financial health to be able to define your needs and goals. Once you have these established, look for a financial advisor with the expertise that matches these needs.
Ask about the financial advisor's licenses and certifications. Always have these verified rather than just believing their answers right away.
A standard compensation plan for financial advisors is to charge a percentage of assets under management.
They develop comprehensive financial plans that specify your risk tolerance and time horizons while planning for college tuition payments or retirement security. They also lay out money management strategies by recommending investments that work for you as an individual with a unique set of circumstances in order to achieve your personal goals.