Top financial advisors in Alamogordo, NM
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're considering a move to Alamogordo, NM, or already live here and want to optimize your financial plan, these advisors can help you navigate local opportunities and challenges. A common mistake is overlooking how your lifestyle choices, like remote work or outdoor activities, impact your financial goals and tax situation.
- Local cost considerations. Ask how they factor in Alamogordo's lower living costs and tax environment when planning your budget and investments.
- Remote work impact. Confirm if they understand how remote work affects your income streams, tax filings, and retirement savings.
- Outdoor lifestyle planning. Discuss how they incorporate your recreational spending and insurance needs related to outdoor activities.
- Experience with diverse clients. Look for advisors who have worked with a range of clients, including those relocating for lifestyle reasons, to ensure they grasp your unique situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Angel M
Series 63, Series 65
Alamogordo, NM
First Command Advisory Services
Angel Munoz is equipped to assist Alamogordo residents with financial planning that considers local cost factors and tax implications, leveraging his expertise in retirement income strategy and tax-loss harvesting. His background includes 13 years in the Air Force and affiliation with First Command Advisory Services, a large firm focused on active-duty service members, offering wrap-fee asset management with a 1.30% AUM fee, which may differ from smaller local advisors.
Experience: 0 years
Avg account: $214,697
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Remick H
Series 63, Series 66
Alamogordo, NM
LPL Financial
Remick Ham's 25 years of experience and Series 63 and 66 designations equip him to address financial planning needs in Alamogordo, including college savings strategies. Affiliated with LPL Financial, a large firm offering diverse advisory programs and advanced portfolio management, he provides flat-fee and hourly consulting options, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 25 years
Avg account: $399,489
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Marc J
Series 63, Series 65
Alamogordo, NM
OSAIC
Marc Joyner's 31 years of experience and Series 63 and 65 licenses position him well to address financial planning needs in Alamogordo, including considerations for local cost of living and tax environment. His affiliation with OSAIC, a large firm offering flat-fee structures and diversified portfolio tools, distinguishes him by providing access to institutional resources and a broad client base, which may benefit those relocating or managing complex financial situations.
Experience: 31 years
Avg account: $398,336
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Ian T
Series 63, Series 65
Alamogordo, NM
First Choice Financial Planning, LLC
Ian Tomlinson offers over 30 years of experience in Alamogordo, NM, with expertise in active portfolio management and options strategies, making him well-equipped to address local financial planning needs including tax and lifestyle considerations. His independent, solo-advisor firm focuses on individualized, discretionary investment plans with a long-term view, charging a 1% annual fee on assets under management, which may appeal to clients seeking tailored strategies and active management.
Experience: 31 years
Avg account: $101,677
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Bob M
Series 66
Alamogordo, NM
Edward Jones
Bob Money's 18 years of experience and Series 66 license equip him to address retirement income and estate planning needs in Alamogordo, considering local cost and tax factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, serving diverse clients including retirees and business owners.
Experience: 18 years
Avg account: $246,728
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