Susan Smith
Bonner & Smith · Lubbock, Texas
Susan Smith is a fee-only financial advisor at Bonner & Smith in Lubbock, Texas, who holds the CFP credential. Susan 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 3074054 |
| Exams passed | Series 63 (1998) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bonner-smith.com |
How Susan'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 Susan
Is Susan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan 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 Susan charge for financial advice?
Susan charges a percentage of assets.
Where is Susan Smith based?
Susan Smith is based in Lubbock, Texas.
What does Susan specialize in?
Susan's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Susan Smith hold?
Susan Smith holds the CFP credential.
Is Susan Smith registered with the SEC?
Yes. Susan Smith is registered as an investment adviser representative in NM and TX (CRD 3074054), 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 Susan Smith?
Through Susan'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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