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Firm

Amicus Financial Advisors

Lubbock, Texas

Fee-only

Amicus Financial Advisors at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 19 advisors are listed here; 11 of 19 hold the CFP.
  • Its Form ADV reports 19 employees and 748 individual clients, 121 of them high net worth.
  • Its average account is about $371,000 (assets it manages divided by its 1,486 accounts).

Specialties Retirement planning · Tax planning

Works with Pre-retirees

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inLubbock, Texas
Websiteamicusadvisors.com
Phone(806) 698-1122

Amicus Financial Advisors fees

Amicus Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$551 million
Individual clients627
High-net-worth clients121
Accounts managed1,486
Employees19
Planning clientsMore than 500
Registered withThe SEC (801-113147)
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 131315

Advisors at this firm (19)