Madrid Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Madrid Wealth Management provides wealth management, investment management, financial planning, retirement plan consulting and management, tax advisory and education services to individuals (including high-net-worth clients) as well as employer plan sponsors, charitable organizations and other institutional clients. The firm operates as a fee-only registered investment adviser and delivers services on both discretionary and non-discretionary bases, offering project-based and ongoing planning engagements and limited-scope consulting work.
The firm’s investment process emphasizes personalized asset-allocation and risk profiling informed by fundamental, technical and cyclical analysis and principles of Modern Portfolio Theory, using a mix of passive and active strategies. MWM implements portfolios through a combination of in-house advice, outside managers and platform partners (including BlackRock strategies and Betterment for Advisors), with ongoing monitoring and periodic reviews; it also provides retirement-plan management and may serve as a Section 3(38) investment manager for ERISA plans.
Two features that distinguish MWM from many peers are its affiliation with accounting firm Eskew & Chelius, PC — through which tax return preparation and tax advisory services are offered under contracted relationships and which creates a disclosed potential conflict of interest — and its regular offering of educational seminars and speaking engagements (virtual or in-person) on financial topics. The firm’s integration of tax services, financial planning, retirement-plan consulting and public education is presented as a coordinated service set that is less common among similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees starting at $3,500; ongoing financial planning initial fee of $5,000 and recurring quarterly fees starting at $2,500; seminars range from $0 to $5,000 per seminar.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%
$500 per hour for consulting and project-based financial planning.
Ongoing financial planning with recurring quarterly fixed fees starting at $2,500 per quarter.
Minimum fee: $10,000 minimum annual fee for wealth/investment management services, waived if using Betterment investment management. Fee-only: Yes, firm is fee-only and only compensated by fees paid by clients; no commissions or sales-related compensation.
Main office
See office9400 Holly Ave NE, Bldg 4
Albuquerque NM 87122
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · New Mexico · Texas
Also doing business as
Madrid Wealth Management · Madrid Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ross N
CFP®, PFS™, Series 65
Albuquerque, NM
Madrid Wealth Management
Ross Nettles is a CFP®, PFS™, and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Madrid Wealth Management and serves as Vice President of Nettles Accounting Services, where he performs tax services. Nettles previously worked for REDW Wealth for eight years. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm employs a personalized investment approach combining passive and active strategies and offers coordinated services integrating tax, financial planning, and retirement consulting alongside regular educational seminars.
Paul M
CFP®, CFA®
Albuquerque, NM
Madrid Wealth Management
Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.
Reese H
CFP®, Series 63, Series 66
Scottsdale, AZ
Madrid Wealth Management
Reese Hinton is a CFP® professional with eight years of industry experience, currently serving at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, Integrated Wealth LLC, REDW Wealth LLC, and Phoenician Wealth Management. Madrid Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes personalized asset allocation and risk profiling, utilizing a blend of passive and active strategies, and integrates tax services and educational offerings within its coordinated service model.
Bernadine S
Series 65
Albuquerque, NM
Madrid Wealth Management
Bernadine Sanchez is a financial advisor at Madrid Wealth Management with nine years of industry experience. She holds a Series 65 designation and has previously worked at REDW Wealth, Compound Planning, and Madrid Wealth Management. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm uses a personalized investment approach combining passive and active strategies, and it is affiliated with an accounting firm to offer integrated tax and financial services.
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