Altamira Financial Group, LLC

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Client assets under management

$128,240,522

Clients

115

14% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,115,135

About

Altamira Financial Group advises individuals (including high-net-worth clients), employer-sponsored retirement plans, trusts, foundations, and other institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm also arranges access to third-party investment managers and participates in several LPL-sponsored advisory programs for implementation.

The firm’s investment process emphasizes tailored client profiles and goal-based asset allocation, combining macroeconomic themes with fundamental and technical analysis to construct diversified portfolios using equities, ETFs, mutual funds, and selected third-party managers. Altamira performs ongoing monitoring and periodic reviews, coordinates with clients’ other advisors (CPAs, estate attorneys, insurance brokers), and serves in ERISA fiduciary roles (including 3(21) and 3(38) plan services) when engaged by plan sponsors.

Notably, Altamira operates a firm-sponsored wrap fee program and provides introductions to third-party managers—an arrangement that is relatively uncommon among similar supported firms—and discloses related wrap and program materials in Appendix 1 of its brochure. The firm also blends retirement-plan fiduciary work, access to multiple LPL program platforms, and occasional recommendations of non-liquid alternative or private-business investments, which together distinguish its service mix for a three-advisor practice managing approximately $130 million.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0+: Up to 2.50% annually including any third party money manager fees and/or LPL Program fees $25,000 - $49,999: Minimum account size for Model Wealth Portfolios Program (MWP) $50,000 - $249,999: Minimum account size for Manager Access Select Program $250,000+: Minimum account size for Personal Wealth Portfolios Program (PWP)

Commissions

Commissions on securities transactions through LPL Financial in registered representative capacity; insurance commissions for licensed insurance agents.

Project-based

$200/hour for stand-alone financial planning and consulting services.

Other

Account minimum: $25,000

Main office location

Altamira Financial Group, LLC

1012 Marquez Place, Unit 204 A

Santa Fe NM 87505, United States

Number of offices

Most active in

California · Colorado · New Mexico

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

505-477-3334

Advisors at this firm

Kerry L

Series 63, Series 66

Santa Fe, NM

Altamira Financial Group, LLC

Kerry Lee is a financial advisor with Altamira Financial Group, LLC in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Financial Partners, LLC and LPL Financial. Outside of his advisory work, he is involved in media production through KCK Productions. Altamira Financial Group serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes tailored, goal-based asset allocation and combines macroeconomic themes with fundamental and technical analysis to construct diversified portfolios.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Founder/Business Owner Retired

Gonzalo R

CFP®, Series 66

Santa Fe, NM

Altamira Financial Group, LLC

Gonzalo Rufatt is a CFP® with 21 years of industry experience, currently serving as an advisor at Altamira Financial Group, LLC since 2022. He previously worked at Financial Partners, LLC and LPL Financial, LLC. Altamira Financial Group provides portfolio management, financial planning, and retirement-plan advisory services to individuals, institutional clients, and trusts. The firm utilizes a goal-based investment approach that integrates macroeconomic themes and diversified asset allocation, coordinating with clients’ other advisors and offering ERISA fiduciary services.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Founder/Business Owner Retired

David R

Series 63

Santa Fe, NM

Altamira Financial Group, LLC

David Risser is a financial advisor with Altamira Financial Group, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Altamira Financial Group since 2021 and has prior experience at Financial Partners, LLC and LPL Financial. Altamira Financial Group serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a goal-based, tailored investment process that incorporates macroeconomic analysis and diversified portfolio construction, while also providing fiduciary plan services and access to multiple advisory programs.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Founder/Business Owner Retired

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