Find a Financial Advisor in Santa Fe, NM

 

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We did the hard work of finding trustworthy partners in Santa Fe, NM.

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We Only Work With The Best Santa Fe 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 Santa Fe, NM


  • Financial Advisor Close to Santa Fe, 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 Santa Fe, 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 Santa Fe, NM

We evaluated over 13,000 RIA firms to bring you the best of the best Santa Fe financial advisors.
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How Retirement-Friendly is Santa Fe, NM?

  • Population: 83,922
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $280,800
  • Average Monthly Housing Cost: $1,083
  • Average Household Income: $83,289
  • 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 Santa Fe, NM

 

THORNBURG INVESTMENT MANAGEMENT INC

Website

(505) 467-7200

2300 North Ridgetop Road

Santa Fe, NM 87506

SEC#: 801-17853
Years in Business: 39 years

SANTA FE ADVISORS LLC

Website

(505) 501-6200

208 Delgado Street
Ste. 1
Santa Fe, NM 87501

SEC#: 801-113760
Years in Business: 3 years

TEMBION CAPITAL MANAGEMENT, LLC

Website

(505) 820-6464

404 Kiva Court, Suite A

Santa Fe, NM 87505

SEC#: 801-74787
Years in Business: 9 years

FINANCIAL PARTNERS, LLC

Website

(505) 795-7910

613 Old Santa Fe Trail

Santa Fe, NM 87505

SEC#: 801-110092
Years in Business: 4 years

BETTER MONEY DECISIONS

Website

(844) 507-0961

460 St. Michael'S Drive
Suite 902
Santa Fe, NM 87505

SEC#: 801-115227
Years in Business: 2 years

LONGVIEW ASSET MANAGEMENT, LLC

Website

(505) 988-9555

136 Grant Avenue

Santa Fe, NM 87501

SEC#: 801-79973
Years in Business: 7 years

SUN MOUNTAIN CAPITAL ADVISORS, LLC

Website

(505) 780-4218

527 Don Gaspar Avenue

Santa Fe, NM 87505

SEC#: 801-72312
Years in Business: 10 years

HIGHTOWER ADVISORS, LLC

Website

(505) 989-3581

2218 Old Arroyo Chamiso

Santa Fe, NM 87505

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(505) 989-3581

2218 Old Arroyo Chamiso

Santa Fe, NM 87505

SEC#: 801-69625
Years in Business: 13 years

 


Santa Fe, NM Financial Advisor FAQs

You would never simply invest in stocks, bonds or an IRA without the guidance of professional advisors. It may seem strange that you need to hire others to help you when it comes to money, but this is how much work there is when trying to handle your finances on your own.
A professional financial advisor should be one who has a good understanding of investment principles. He or she must also be able to create an investment plan suited to your needs and risk tolerance, and understand how it interacts with other aspects of your life such as health care, family income and planned expenses in retirement years.
It's often a good idea to find a financial advisor with the following qualifications: degree in related fields, certifications, length of time in the industry.
Compensation is different for everyone, but in most cases the majority of compensation will come from revenues generated with product sales rather than through fees billed to clients.