# David Tombs

> David Tombs is a fee-only financial advisor at Amicus Financial Advisors in Lubbock, Texas, who holds the CFP and CFA credentials. David focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-tombs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Amicus Financial Advisors
- **Based in:** Lubbock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $550.9M across 1,486 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 6511097 (https://adviserinfo.sec.gov/individual/summary/6511097)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.amicusadvisors.com

## Frequently asked questions

### Is David Tombs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Tombs based?

David Tombs is based in Lubbock, Texas.

### What does David specialize in?

David's specialties include retirement planning and tax planning. David works with pre-retirees.

### What credentials does David Tombs hold?

David Tombs holds the CFP and CFA credentials.

### Is David Tombs registered with the SEC?

Yes. David Tombs is registered as an investment adviser representative in TX (CRD 6511097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Amicus Financial Advisors manage?

Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.

### How do I contact David Tombs?

Through David's website, www.amicusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6511097): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://amicusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.