Matthew Angel
Angel Legacy Advisors · Lubbock, Texas
Matthew Angel is a fee-only financial advisor at Angel Legacy Advisors in Lubbock, Texas, who holds the CFP credential. Angel Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Angel Legacy Advisors |
|---|---|
| Based in | Lubbock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.2M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5850953 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | angellegacyadvisors.com |
| Profile |
How Matthew's firm compares
- Angel Legacy Advisors's average account is about $35,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Matthew
Is Matthew Angel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Angel Legacy Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Angel Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Angel based?
Matthew Angel is based in Lubbock, Texas.
What credentials does Matthew Angel hold?
Matthew Angel holds the CFP credential.
Is Matthew Angel registered with the SEC?
Yes. Matthew Angel is registered as an investment adviser representative in TX (CRD 5850953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Angel Legacy Advisors manage?
Angel Legacy Advisors reports $2.2M across 65 accounts in assets under management.
How do I contact Matthew Angel?
Through Matthew's website, angellegacyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lubbock
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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