Raymond Bonner
Bonner & Smith · Lubbock, Texas
Raymond Bonner is a fee-only financial advisor at Bonner & Smith in Lubbock, Texas, who holds the CFP credential. Raymond charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Bonner & Smith |
|---|---|
| Based in | Lubbock, Texas |
| Fee model | Percentage of assets |
| Assets under management | $314.8M across 1,044 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 4460700 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bonner-smith.com |
How Raymond's firm compares
- Bonner & Smith's average account is about $302,000, from its Form ADV (assets managed divided by 1,044 accounts).
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Questions about Raymond
Is Raymond Bonner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Bonner & Smith reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond charges a percentage of assets.
Where is Raymond Bonner based?
Raymond Bonner is based in Lubbock, Texas.
What does Raymond specialize in?
Raymond's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Raymond Bonner hold?
Raymond Bonner holds the CFP credential.
Is Raymond Bonner registered with the SEC?
Yes. Raymond Bonner is registered as an investment adviser representative in NM and TX (CRD 4460700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bonner & Smith manage?
Bonner & Smith reports $314.8M across 1,044 accounts in assets under management.
How do I contact Raymond Bonner?
Through Raymond's website, www.bonner-smith.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lubbock
Other advisors in Texas who focus on retirement planning
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
- Bonner & Smith website : specialties, clients served, and fees, checked October 30, 2026
- 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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