# Fee-only financial advisors in Lubbock, Texas > Start with a fee-only advisor in Lubbock whose record matches what you need, then check their fees and SEC record before you call. Records to start with include David Tombs of Amicus Financial Advisors, Kirby Jacobson of Astoria Strategic Wealth and Raymond Bonner of Bonner & Smith, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/texas/lubbock/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Lubbock? Start with a fee-only advisor in Lubbock whose record matches what you need, then check their fees and SEC record before you call. Records to start with include David Tombs of Amicus Financial Advisors, Kirby Jacobson of Astoria Strategic Wealth and Raymond Bonner of Bonner & Smith, chosen for their credentials and fees on file. ## How many fee-only advisors in Lubbock are there? The Wellspent public graph lists 26 fee-only advisors in Lubbock, at 11 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Lubbock focus on? The most common focus among fee-only advisors in Lubbock is retirement planning (16), followed by tax planning (16) and people close to retirement (10). Advisors can list more than one. ## How do fee-only advisors in Lubbock charge? The most common fee among fee-only advisors in Lubbock is a percentage of assets, used by 96% of the 26 with fees on file. Many use more than one: 81% charge fixed fees and 77% charge by the hour. ## How much do fee-only financial advisors charge in Texas? Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms. ## How many fee-only advisors in Lubbock hold the CFP? 50% of the 26 fee-only advisors in Lubbock hold the CFP certification, based on the credentials listed on each record. ## Does Texas have a state income tax? No. Texas has no state income tax, so federal tax drives most financial planning for residents. ## How current is this list of fee-only advisors in Lubbock? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee | | [Derek Finley](https://find.wellspent.co/advisors/derek-finley.md) | Open Door Financial Advisors | Lubbock, Texas | CFP | Ongoing planning fee, Percentage of assets | | [Alan Bunn](https://find.wellspent.co/advisors/alan-bunn.md) | BentOak Capital | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Keith Trent](https://find.wellspent.co/advisors/keith-trent.md) | BentOak Capital | Lubbock, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Raymond Bonner](https://find.wellspent.co/advisors/raymond-bonner.md) | Bonner & Smith | Lubbock, Texas | CFP | Percentage of assets | | [Susan Smith](https://find.wellspent.co/advisors/susan-smith.md) | Bonner & Smith | Lubbock, Texas | CFP | Percentage of assets | | [Aaron Bly](https://find.wellspent.co/advisors/aaron-bly.md) | Amicus Financial Advisors | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Sauceda](https://find.wellspent.co/advisors/bryan-sauceda.md) | Amicus Financial Advisors | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [David Tombs](https://find.wellspent.co/advisors/david-tombs.md) | Amicus Financial Advisors | Lubbock, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Evan Smith](https://find.wellspent.co/advisors/evan-smith.md) | Amicus Financial Advisors | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [George Allen](https://find.wellspent.co/advisors/george-allen.md) | Amicus Financial Advisors | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Ortiz](https://find.wellspent.co/advisors/joshua-ortiz.md) | Amicus Financial Advisors | Lubbock, Texas | ChFC | Percentage of assets, Hourly, Fixed fees | | [Kirby Jacobson](https://find.wellspent.co/advisors/kirby-jacobson.md) | Astoria Strategic Wealth | Lubbock, Texas | CFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Rusti Pitts](https://find.wellspent.co/advisors/rusti-pitts.md) | Bonner & Smith | Lubbock, Texas | | Percentage of assets | | [Blake Flint](https://find.wellspent.co/advisors/blake-flint.md) | Amicus Financial Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brit Inman-Swanson](https://find.wellspent.co/advisors/brit-inman-swanson.md) | Amicus Financial Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Joseph Asrat](https://find.wellspent.co/advisors/joseph-asrat.md) | Amicus Financial Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Peck](https://find.wellspent.co/advisors/matthew-peck.md) | Amicus Financial Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brad Pruitt](https://find.wellspent.co/advisors/brad-pruitt.md) | High Plains Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Timothy Mack](https://find.wellspent.co/advisors/timothy-mack-3106624.md) | High Plains Advisors | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Matthew Angel](https://find.wellspent.co/advisors/matthew-angel.md) | Angel Legacy Advisors | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric McDonald](https://find.wellspent.co/advisors/eric-mcdonald.md) | Mcdonald Capital Management | Lubbock, Texas | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Gustavo Chavez](https://find.wellspent.co/advisors/gustavo-chavez.md) | Alpha Capital | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Mercer](https://find.wellspent.co/advisors/jeffrey-mercer.md) | Mcdonald Capital Management | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lana Weant](https://find.wellspent.co/advisors/lana-weant.md) | Vines Capital Management | Lubbock, Texas | | Percentage of assets, Fixed fees | | [Tyler Sturdivant](https://find.wellspent.co/advisors/tyler-sturdivant.md) | Mcdonald Capital Management | Lubbock, Texas | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).