Fee-OnlyFinder

Green & Deckert LLC

% of assets managed in Lubbock, TX

SEC registeredNo commissions reported

Call (806) 744-2689Send a messageMap ↗

Public-record details

Address
601 Main Street, Lubbock, TX 79401
Phone
(806) 744-2689
Listed under
% of assets managed, Retirement plan consulting
CRD number
299006
Registration
SEC registered since 2025-06-05
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$132.8 million
Accounts managed
373
Clients reported (Form ADV 5.D)
106
Individual / high-net-worth clients
79 / 26
Employees
2
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-24

SEC registered investment adviser, CRD 299006, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lubbock

Aim Advisory Group, LLC7021 Kewanee Ave, Unit 2102 · Lubbock, TX 79424 · (806) 853-8004 · Financial planningCRD 169281 · % of assets, Hourly charges, Subscription fees · $24.2 million AUMState registeredNo commissions reportedAlpha Capital LLC6213 98th Street · Lubbock, TX 79424 · (806) 300-0401 · Financial planningCRD 321194 · % of assets, Hourly charges, Fixed fees · $67.8 million AUMState registeredNo commissions reportedAmicus Financial Advisors, LLC7021 Kewanee Ave, 4-102 · Lubbock, TX 79424 · (806) 698-1122 · Financial planningCRD 131315 · % of assets, Hourly charges, Fixed fees · $550.9 million AUMSEC registeredNo commissions reportedAngel Legacy Advisors, LLC12203 Quaker Ave, #10 · Lubbock, TX 79424 · (210) 415-2461 · Financial planningCRD 337395 · % of assets, Hourly charges, Fixed fees · $2.2 million AUMState registeredNo commissions reportedBonner & Smith, LLC5308 114th St · Lubbock, TX 79424 · (806) 798-1880 · Financial planningCRD 114287 · % of assets · $314.8 million AUMSEC registeredNo commissions reportedFamily Dynasty Advisors LLC4601 S. Loop 289 Suite 7 · Lubbock, TX 79424 · (806) 993-7023 · % of assets managedCRD 297082 · % of assets · $52.3 million AUMSEC registeredNo commissions reportedHigh Plains Investment Advisors, INC.7021 Kewanee Ave., Suite 5-102 · Lubbock, TX 79424 · (806) 793-7934 · Financial planningCRD 114404 · % of assets, Hourly charges, Fixed fees · $191.2 million AUMSEC registeredNo commissions reportedK&s Wealth Advisors, LLC8009 Genoa Avenue · Lubbock, TX 79424 · (806) 793-2527 · Financial planningCRD 294310 · % of assets, Hourly charges · $76.6 million AUMState registeredNo commissions reported

All 13 in Lubbock →