Los Alamos County, NM Financial Advisors and Resources

Financial Advisor Firms in Los Alamos County, NM

How Retirement-Friendly is Los Alamos County, NM?

  • Population: 18,625
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $314,900
  • Average Monthly Housing Cost: $1,162
  • Average Household Income: $141,162
  • 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.)

Los Alamos County, NM Financial Advisor FAQs

A financial advisor is an agent who provides financial advice to their clients about various investments and helps them set up a portfolio they feel comfortable with. They assist in the analysis of risk-return tradeoffs for a variety of investment options.
Yes, you need a financial advisor. A financial advisor can help with investment planning to manage your portfolio, be an expert on taxes and retirement planning, administer your finances during times of market volatility and more.
What are your credentials? Do you have experience advising clients at my specific stage of life? What fees do you charge for your services, and are they negotiable or flat rates within certain frameworks?
Financial advisors often have two potential sources of income – a maintenance or advisory fee charged hourly, monthly, quarterly, semi-annually or annually as well as performance fees paid out as a portion of as the fund’s profits.