Fee-OnlyFinder

Advisers in Lubbock, TX

13 advisers in Lubbock — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (9)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

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 reportedGreen & Deckert LLC601 Main Street · Lubbock, TX 79401 · (806) 744-2689 · % of assets managedCRD 299006 · % of assets · $132.8 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 reportedLonestar Registered Investment Advisors, LLC10210 Frankford Ave, Suite 220 · Lubbock, TX 79424 · (866) 785-5350 · Financial planningCRD 144200 · % of assets, Hourly charges, Fixed fees · $336.2 million AUMSEC registeredNo commissions reported
McDonald Capital Management8001 Quaker Avenue, Suite J · Lubbock, TX 79424 · (806) 744-8617 · Financial planningCRD 114531 · % of assets, Hourly charges, Fixed fees · $357.7 million AUMSEC registeredNo commissions reportedThe Advisors Group12002 Trafalgar Avenue, Suite 102 · Lubbock, TX 79424 · (806) 794-3848 · Financial planningCRD 290104 · % of assets, Hourly charges · $142.4 million AUMSEC registeredNo commissions reportedVision Wealth Advisors LLC11912 Slide Rd., Suite B · Lubbock, TX 79424 · (806) 553-2800 · % of assets managedCRD 158589 · % of assets · $11.7 million AUMState registeredNo commissions reported
Talking to advisers in Lubbock? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.