Rusti Pitts
Bonner & Smith · Lubbock, Texas
Rusti Pitts is a fee-only financial advisor at Bonner & Smith in Lubbock, Texas. Rusti 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 |
| SEC registration | Investment adviser representative in NM, TX · CRD 7678166 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bonner-smith.com |
How Rusti'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 Rusti
Is Rusti Pitts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rusti 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 Rusti charge for financial advice?
Rusti charges a percentage of assets.
Where is Rusti Pitts based?
Rusti Pitts is based in Lubbock, Texas.
What does Rusti specialize in?
Rusti's specialties include retirement planning, tax planning and estate & legacy planning.
Is Rusti Pitts registered with the SEC?
Yes. Rusti Pitts is registered as an investment adviser representative in NM and TX (CRD 7678166), 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 Rusti Pitts?
Through Rusti'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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