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Find Retirement Advisors for Retirement Planning in Texas, Lubbock

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 7 Retirement Planning firms in Lubbock, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	7021 Kewanee Ave, 4-102 Lubbock, TX, 79424	$438,800,046	1359	17	A percentage of AUM, Hourly charges, Fixed fees
2	8001 Quaker Avenue, Suite J Lubbock, TX, 79424	$306,088,280	380	2	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3	5308 114th St, Lubbock, TX, 79424	$262,323,428	1053	3	A percentage of AUM, Hourly charges, Fixed fees
4	10210 Frankford Ave, Suite 220 Lubbock, TX, 79424	$164,222,094	447	3	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
5	7021 Kewanee Ave., Suite 5-102 Lubbock, TX, 79424	$159,229,318	415	2	A percentage of AUM, Hourly charges, Fixed fees
6	12002 Trafalgar Avenue, Suite 102 Lubbock, TX, 79424	$117,422,445	522	4	A percentage of AUM, Hourly charges
7	4601 S. Loop 289 Suite 7, Lubbock, TX, 79424	$48,121,909	140	3	A percentage of AUM

Information on Top Retirement Planning firms in Lubbock, Texas

AMICUS FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 131315

Assets Under Management $438,800,046

No. Of Clients1359

Clients Per Financial Advisor80

AMICUS FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1359 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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MCDONALD CAPITAL MANAGEMENT

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QualificationsFirm CRD# 114531

Assets Under Management $306,088,280

No. Of Clients380

Clients Per Financial Advisor190

MCDONALD CAPITAL MANAGEMENT is a financial advisory firm situated in Lubbock, Texas. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING)

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BONNER & SMITH, LLC

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QualificationsFirm CRD# 114287

Assets Under Management $262,323,428

No. Of Clients1053

Clients Per Financial Advisor351

BONNER & SMITH, LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1053 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

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QualificationsFirm CRD# 144200

Assets Under Management $164,222,094

No. Of Clients447

Clients Per Financial Advisor149

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Selection for other advisors

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HIGH PLAINS INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 114404

Assets Under Management $159,229,318

No. Of Clients415

Clients Per Financial Advisor208

HIGH PLAINS INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Lubbock, Texas. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 415 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING)

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THE ADVISORS GROUP

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QualificationsFirm CRD# 290104

Assets Under Management $117,422,445

No. Of Clients522

Clients Per Financial Advisor131

THE ADVISORS GROUP is a financial advisory firm situated in Lubbock, Texas. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

FAMILY DYNASTY ADVISORS LLC

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QualificationsFirm CRD# 297082

Assets Under Management $48,121,909

No. Of Clients140

Clients Per Financial Advisor47

FAMILY DYNASTY ADVISORS LLC is a financial advisory firm situated in Lubbock, Texas. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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