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Find Top Financial Advisors in Lubbock, Texas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lubbock, Texas
Last Updated - 24-Jun-2022

Lubbock has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 51 non-vetted advisors in your local area. These financial advisors in Lubbock, Texas have an average of 16 years of experience.

NOTE: The list of financial advisors in Lubbock, Texas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lubbock, Texas.

Qualified Financial Advisors in Lubbock, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Stroud
WELLINGTON STATE WEALTH MANAGEMENT
7801 Quaker Ave,
Lubbock, TX 79424
16 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Lubbock

Qualifications CRD# 5172642
Firm CRD# 6413


Office Location 7801 Quaker Ave,
Lubbock,
TX
79424
Phone Number 806-853-6978

Matt is proud to be an Alumni of Texas Tech University with a degree in Personal Financial Planning, as well as an Alumni of Wayland Baptist University with an MBA in Business. In addition to his education, Matt has over 10 years of experience in the Financial Planning industry. Matt's experience and friendly attitude is part of our commitment to offering personal service and professional guidance that aligns with Wellington State Wealth Management values and vision to put our clients' best interests first.

About Wellington State Wealth Management

Our Company Here at Wellington State Wealth Management, we offer all-encompassing services for our clients, like Financial Planning, Estate Planning, Educational Planning, Retirement Planning. Our reputation thrives on our high-level of customer satisfaction and commitment. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, at Wellington State Wealth Management we can help you every step of the way. Our Principle Even if you have an MBA in business or finance, financial matters can be daunting. In addition to managing and growing your money, our experienced staff at Wellington State Wealth Management aims to provide a continued education that will strengthen our relationship.


Top Financial Advisor Firms in Lubbock, Texas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Amicus Financial Advisors, Llc
7021 Kewanee Ave , 4-102,
Lubbock, TX 79424
$364,506,125 1245 A percentage of AUM
Hourly charges
Fixed fees
Mcdonald Capital Management
8001 Quaker Avenue , Suite J,
Lubbock, TX 79424
$233,385,998 345 A percentage of AUM
Hourly charges
Performance Based
Bonner & Smith, Llc
5308 114th St,
Lubbock, TX 79424
$229,343,130 928 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Lubbock, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alison Robinson
    Inquire with Alison
    4401 82nd St, Lubbock, TX  79424 806-698-5212
    Arthur Natividad
    Inquire with Arthur
    4401 82nd St, Lubbock, TX  79424 806-698-5246
    Matthew Carr
    Inquire with Matthew
    3315 81st St, Ste D, Lubbock, TX  79423 806-791-5904
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    4401 82nd St, Lubbock, TX  79424 806-698-6833
    Riddle Capital Management
    Inquire with Riddle
    2405 20th Street, Lubbock, TX  79411 806-281-9245
    J Paul Combest
    Inquire with J
    4401 82nd St, Lubbock, TX  79424 806-698-5220
    Terry Williams
    Inquire with Terry
    4401 82nd St, Lubbock, TX  79424 806-698-5248
    Rodney Fallin
    Inquire with Rodney
    4401 82nd St, Lubbock, TX  79424 806-698-5250
    The Combest Grice Group
    Inquire with Combest
    4401 82nd St, Lubbock, TX  79424 806-698-5229
    Gary W Ashby
    Inquire with Gary
    4401 82nd St, Lubbock, TX  79424 806-698-5217
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?