Spence Asset Management, a reputable local investment advisory firm headquartered in Las Cruces, NM, boasts a dedicated team of seven highly skilled professionals who specialize in providing comprehensive investment advisory services. With an average of $46,320,000 in assets under management per investment advisor, their performance aligns with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for their diverse clientele. With over 570 individual clients and an impressive $482,917,000 in assets under management, Spence Asset Management has gained recognition for its commitment to delivering personalized financial solutions. Although 401K and individual accounts constitute less than 30% of their managed assets, the firm possesses the expertise and capability to effectively handle employer funds. Notably, a substantial 99% of the assets they oversee are under discretionary management, highlighting their clients' trust in their expertise. Spence Asset Management operates from two offices, strategically positioning themselves to serve their local community and beyond. The firm takes pride in its experienced team, with a notable roster of longest tenured advisors that includes Jonathan Stirling, Marco Rodriguez, and Patrick Grooms. With their combined knowledge and expertise, Spence Asset Management continues to provide exceptional investment advisory services, empowering their clients to achieve their financial goals with confidence.

LAUTERBACH FINANCIAL ADVISORS, LLC is a leading investment advisory firm located in El Paso, TX. With a vast client base of over 250 individuals, they manage an impressive $485,941,000 in assets. As a local firm, they understand the unique financial needs of the community and offer personalized solutions to help clients achieve their financial goals. While their primary focus is on discretionary management, Lauterbach Financial Advisors, LLC also possesses the expertise to oversee employer funds. They provide comprehensive financial planning services, specializing in retirement planning and investment management. Their team of seven dedicated professionals, including five investment advisors, collectively ensures that each client receives tailored advice and exceptional service. Lauterbach Financial Advisors, LLC offers a flexible compensation structure to meet the diverse needs of their clients. They employ various fee models, such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures transparency and aligns their interests with those of their clients. With an average of $97,190,000 in assets under management per investment advisor, Lauterbach Financial Advisors, LLC demonstrates their commitment to providing individualized attention to each client. The firm takes pride in their experienced team, with notable long-serving advisors like Billy Defrance, David Lindau, and Jon Sonnen, who contribute extensive knowledge and expertise to the company. As a trusted financial partner, Lauterbach Financial Advisors, LLC combines their local presence, comprehensive services, and seasoned professionals to guide clients towards financial success. Whether it's planning for retirement, managing investments, or navigating complex financial decisions, they are dedicated to helping clients achieve their financial aspirations.