Firm
Bonner & Smith
Lubbock, Texas
Fee-only
Bonner & Smith at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 300 individual clients, 111 of them high net worth.
- Its average account is about $302,000 (assets it manages divided by its 1,044 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Lubbock, Texas |
|---|---|
| Website | bonner-smith.com |
| Phone | (806) 798-1880 |
Bonner & Smith fees
Bonner & Smith doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 by | Percentage of assets |
|---|---|
| Assets managed | $315 million |
| Individual clients | 189 |
| High-net-worth clients | 111 |
| Accounts managed | 1,044 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-81163) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 114287 |