Fee-only financial advisors in Lubbock, Texas
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Tombs Amicus Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kirby Jacobson Astoria Strategic Wealth Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Raymond Bonner Bonner & Smith Holds the CFP. Fees on file: percentage of assets.
- Hannah Szarszewski Blue Mountain Financial Planning, LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Derek Finley Open Door Financial Advisors Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Matthew Angel Angel Legacy Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 26
- Firms
- 11
- Hold the CFP
- 50%
- Other credentials: CFA 12% · ChFC 8%
- How they charge (of 26 with fees on file): percentage of assets 96% · fixed fees 81% · hourly 77% · performance-based fees 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Lubbock by what you need
Find an advisor in Texas by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Lubbock
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.
All 26 advisors in Lubbock
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Hannah Szarszewski | Blue Mountain Financial Planning, LLC | Lubbock | CFP, AFC | Ongoing planning fee, One-time planning fee |
| Derek Finley | Open Door Financial Advisors | Lubbock | CFP | Ongoing planning fee, Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Raymond Bonner | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Susan Smith | Bonner & Smith | Lubbock | CFP | Percentage of assets |
| Aaron Bly | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Bryan Sauceda | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| David Tombs | Amicus Financial Advisors | Lubbock | CFP, CFA | Percentage of assets, Hourly |
| Evan Smith | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| George Allen | Amicus Financial Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Joshua Ortiz | Amicus Financial Advisors | Lubbock | ChFC | Percentage of assets, Hourly |
| Kirby Jacobson | Astoria Strategic Wealth | Lubbock | CFA, CFP | Percentage of assets, Hourly |
| Rusti Pitts | Bonner & Smith | Lubbock | Not listed | Percentage of assets |
| Blake Flint | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brit Inman-Swanson | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Joseph Asrat | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Peck | Amicus Financial Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Brad Pruitt | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Timothy Mack | High Plains Advisors | Lubbock | Not listed | Percentage of assets, Hourly |
| Matthew Angel | Angel Legacy Advisors | Lubbock | CFP | Percentage of assets, Hourly |
| Eric McDonald | Mcdonald Capital Management | Lubbock | CFA | Percentage of assets, Hourly |
| Gustavo Chavez | Alpha Capital | Lubbock | Not listed | Percentage of assets, Hourly |
| Jeffrey Mercer | Mcdonald Capital Management | Lubbock | Not listed | Percentage of assets, Hourly |
| Lana Weant | Vines Capital Management | Lubbock | Not listed | Percentage of assets, Fixed fees |
| Tyler Sturdivant | Mcdonald Capital Management | Lubbock | Not listed | Percentage of assets, Hourly |
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