Find a Financial Advisor in Lubbock County, TX

 

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We did the hard work of finding trustworthy partners in Lubbock County, TX.

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We Only Work With The Best Lubbock County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Lubbock County, TX


  • Financial Advisor Close to Lubbock County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Lubbock County, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lubbock County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Lubbock County financial advisors.
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How Retirement-Friendly is Lubbock County, TX?

  • Population: 304,808
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $156,900
  • Average Monthly Housing Cost: $953
  • Average Household Income: $73,239
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Lubbock County, TX

 

MCDONALD CAPITAL MANAGEMENT

Website

(806) 744-8617

8001 Quaker Avenue
Suite J
Lubbock, TX 79424

SEC#: 801-61327
Years in Business: 19 years

BONNER & SMITH, LLC

Website

(806) 798-1880

5308 114th St

Lubbock, TX 79424

SEC#: 801-81163
Years in Business: 6 years

AMICUS FINANCIAL ADVISORS, LLC

Website

(806) 698-1122

3814 24th Street

Lubbock, TX 79410

SEC#: 801-113147
Years in Business: 3 years

FSC SECURITIES CORPORATION

Website

(806) 792-9279

5111 80th Street

Lubbock, TX 79424

SEC#: 801-42017
Years in Business: 29 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(806) 407-3346

Archer Financial Partners
7021 Kewanee Ave, Bldg. 8 - 102
Lubbock, TX 79424

SEC#: 801-110559
Years in Business: 4 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(806) 794-7300

4630 55th Dr
Apt 109
Lubbock, TX 79414

SEC#: 801-113763
Years in Business: 3 years

PROSPERA FINANCIAL SERVICES, INC.

Website

(877) 261-2917

3223 South Loop 289
Suite 124
Lubbock, TX 79423

SEC#: 801-65845
Years in Business: 15 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(806) 794-7300

4630 55th Dr
Apt 109
Lubbock, TX 79414

SEC#: 801-113763
Years in Business: 3 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(806) 797-3251

5202 Indiana Avenue

Lubbock, TX 79413

SEC#: 801-66368
Years in Business: 15 years

 


Lubbock County, TX Financial Advisor FAQs

Financial advisors typically get paid through commissions, such as 1% of the value of a purchase or sale. They may also receive a salary or fee for overseeing regular investments for their clients.
Financial advisors provide personalized advice and guidance on a wide range of financial services, including retirement planning, investments, and estate planning.
Yes. A financial advisor provides individuals with professional, knowledgeable assistance in their dealings with investments, money management and taxes.
When selecting a financial advisor, consider their credentials and level of expertise in the area you need. Ask for references of previous clients and check with the FINRA to make sure they're registered.