Top financial advisors in New Mexico
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.
Choosing the right financial advisor in New Mexico means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your type of situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on high-net-worth clients might not be the best fit if you need help with budgeting or early-career planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Remote vs. in-person. New Mexico attracts remote workers valuing outdoor lifestyles. Check if the advisor offers virtual meetings or requires in-person visits.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would support you if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James M
Series 63, Series 66
Albuquerque, NM
LPL Financial
James Mccullough is well-equipped to assist with wealth management and retirement plans for business owners in New Mexico, leveraging 21 years of experience and expertise in tax-loss harvesting and college savings strategies. Operating within the large firm LPL Financial, he offers flat-fee and hourly financial planning options, providing clients with flexible fee structures and access to a broad platform of advisory and brokerage services.
Experience: 22 years
Avg account: $399,489
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Ann S
CFP®, Series 66
Albuquerque, NM
Equita Financial Network, Inc.
Ann Shubert offers expertise in business ownership considerations, cash flow, and college savings, making her well-suited for clients in New Mexico seeking comprehensive financial planning. She is a CFP®-certified advisor with 11 years of experience, operating independently at Equita Financial Network, which employs a strategic asset allocation approach and serves high-net-worth clients with flat-fee and asset-based pricing options.
Experience: 11 years
Avg account: $900,468
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Kristina R
Series 65, Series 63
Hobbs, NM
Robinson Wealth and Financial Planning
Kristina Robinson offers financial planning and wealth management services in Hobbs, NM, suitable for clients seeking expertise in annuities and college savings plans. Her firm uses a blend of fundamental analysis and modern portfolio theory, providing a diverse investment approach. Unlike some advisors, she operates independently with flat-fee options negotiated between $250 and $10,000, catering to a range of client needs and preferences.
Experience: 2 years
Avg account: $43,239
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Jessie M
Series 66
Albuquerque, NM
Morgan Stanley
Jessie Maestas offers general estate planning guidance, making her suitable for clients seeking foundational financial planning in New Mexico. With six years of industry experience and a background at RBC Capital Markets, she operates within Morgan Stanley, a large firm managing $2.74 trillion in assets, providing access to structured planning tools and a broad advisory team compared to smaller local advisors.
Experience: 6 years
Avg account: $670,481
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Antonio P
Series 66
Rio Rancho, NM
Thurston Springer Advisors
Antonio Pacheco is well-equipped to assist with financial planning needs in New Mexico, offering expertise in wealth management, estate planning, and retirement plans for business owners. His firm, Thurston Springer Advisors, serves a diverse clientele with discretionary portfolio management and employs tactical and earnings momentum strategies. Antonio's 24 years of experience, flat-fee and asset-based fee options, and independent status distinguish him from other advisors in the region.
Experience: 24 years
Avg account: $357,006
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