Bustamante Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$0
About
Bustamante Financial Planning works with individuals, couples, families, high‑net‑worth clients, trusts and business owners to provide personalized financial planning and investment advisory services, including cash‑flow analysis, retirement and estate planning, tax considerations, and investment analysis. The firm reports 32 client accounts with approximately $145 million in assets under advisement as of March 2026.
The firm follows a structured, step‑by‑step planning process that produces written investment guidelines and portfolio diagnostics, emphasizes appropriate asset allocation and the use of mutual funds and ETFs, and generally provides recommendations for clients to implement because it does not exercise trading discretion. It is a fee‑only practice that bills primarily on an hourly basis rather than routinely charging percentage‑of‑assets fees.
Compared with many solo independent advisors, the firm’s practice is notable for its primarily non‑discretionary model and for combining retail advisory work with trust and business owner relationships supported by the principal’s prior trust and bank portfolio management experience. The brochure presents illustrative investment objective categories with expected return and volatility characteristics rather than performance‑based fee arrangements, and the firm states it does not accept commissions, referral fees, or custody of client assets.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$180 per hour
Fee-only: Hourly fee of $180 per hour; no minimum fee
Main office location
Bustamante Financial Planning
Santa Fe NM, United States
Number of offices
1
Most active in
Bustamante Financial Planning has reported serving >5 clients in these states in the last 12 months.
New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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