Lubbock, TX

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Lubbock, TX
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Best Financial Advisors in Lubbock, TX

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Lubbock area.

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Bennett Bennett & Trice

Bennett Bennett & Trice

(49)
Integrated Services, Assurance, Advisory
“Shelbie Nacole, CPA, has taken excellent care of us for several years and is extremely prompt, professional, and knowledgeable on all aspects of accounting and taxes.”
Transparent Fees & Pricing
In Business Since 2025
Accepts All Major Credit Cards
Licensed, BBB Rating: A
6807 Indiana Ave Suite 200, Lubbock, TX
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Mason Warner & Company

Mason Warner & Company

(2)
Bookkeeping, Consulting, Medicaid Cost Report
“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”
In Business Since 1974
Licensed, BBB Rating: A+
5202 Indiana Ave, Lubbock, TX
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Evensky & Katz / Foldes Wealth Management

Evensky & Katz / Foldes Wealth Management

Cats & Kittens
“We'rea large independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our staff of 35, including 19 experienced CFP®* practitioners, currently advises $2.6 billion in assets. Over 35 years in our prof...”
In Business Since 2010
Remote Consultations Available
Licensed, BBB Rating: A+
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX
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Caprock Business Consulting

Caprock Business Consulting

(6)
Business Valuation, And Financial Analysis, Litigation Support
“Caprock Business Consulting's detailed, quantitative approach allows my small business to quickly identify and react to an ever changing market in order to capitalize on opportunities and maximize profits.”
In Business Since 2021
Accepts All Major Credit Cards
Licensed
8212 Ithaca Ave Suite 2, Lubbock, TX
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Associated Business Services

Associated Business Services

(1)
Risk Management & Insurance, Investment Services, Grow Your Wealth
“Professional experience and Friendly you cant go wrong here!”
In Business Since 1988
Offers Financing Options
Transparent Fees & Pricing
1220 Broadway St # 907, Lubbock, TX
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Massengale Wealth Management​

Massengale Wealth Management​

Cash Management
“We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.”
In Business Since 2015
Free Initial Consultation
Licensed, BBB Rating: A+
2526 82nd St, Lubbock, TX
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Caprock Financial Group

Caprock Financial Group

(1)
“Said I was looking good, and to touch base of anything changed.”
In Business Since 2017
6422 98th St #200, Lubbock, TX
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Amicus Financial Advisors

Amicus Financial Advisors

(1)
“Really been helpful with my investment needs.”
In Business Since 2004
7021 Kewanee Avenue Building 4, Lubbock, TX
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Golden Circle Financial Group

Golden Circle Financial Group

“That may not be a question you'd expect to hear from a financial professional, but to Golden Circle Founder, Jim Hollon and Stephen Butts, Financial Advisor , it's the most important question to ask when planning and protecting your family's financia...”
In Business Since 2005
Licensed, BBB Rating: A+
3223 S Loop 289 # 310, Lubbock, TX
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Winston Wealth Advisors

Winston Wealth Advisors

“We start with taking the time to get to know you and understand your financial goals. Then, we work closely with you to create a meaningful and thoughtful long term financial plan. Our steady, disciplined approach is designed to help you remain focus...”
In Business Since 2015
2520 81st St, Lubbock, TX
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Advisors Group

Advisors Group

“The common perception is that Financial Planning is just about money, but at The Advisors Group, we approach things a little differently. We work with clients from a Life Planning approach, where we view money as the tool to achieve their personal an...”
In Business Since 1982
Licensed, BBB Rating: A+
12002 Trafalgar Ave STE 102, Lubbock, TX
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Green & Deckert

Green & Deckert

“A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to fulfill your needs now, and that strategizes for the future in a tax optimized manner. Our work is performed un...”
In Business Since 2010
Licensed, BBB Rating: A+
601 Main St, Lubbock, TX
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Alpha Capital Strategies

Alpha Capital Strategies

“As fiduciaries, we always put our clients' interests ahead of our own and disclose any conflicts of interest that may affect our advice. We believe that this helps to build trust between us and our clients, and ensures that our clients' financial goa...”
In Business Since 2016
6213 98th St, Lubbock, TX
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AIM Advisory Group

AIM Advisory Group

Retirement Planning, Helping Business Owners, Investing
“Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on ...”
In Business Since 2013
Transparent Fees & Pricing
CFP Certified
7021 Kewanee Avenue Suite 2-102, Lubbock, TX
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Peacefield Wealth Solutions

Peacefield Wealth Solutions

Elder Care Planning, Tax Law Solutions, LLC, Legacy & Transition Planning
“At PWS, we can help you organize your financial “stuff”, provide answers to these questions that are specific to you, and take these “to-do's” off your list by helping you get them done.”
In Business Since 2010
Free Initial Consultation
1500 Broadway St Suite 1120, Lubbock, TX
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Greg Homesley, CPA

Greg Homesley, CPA

“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”
In Business Since 2006
Transparent Fees & Pricing
3223 S Loop 289, Lubbock, TX
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Debra Hedgcoth - West Texas Investments

Debra Hedgcoth - West Texas Investments

Investments, Insurance, Personal Financial Planning
“Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA / SIPC . Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment advisor. Fixed insurance produ...”
In Business Since 2012
7021 Kewanee Avenue suite 6-103, Lubbock, TX
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Pennington Bass & Associates

Pennington Bass & Associates

(2)
“Ps- they know everyone by name and if you have multiple family members/ friends who work with them they are kind enough to ask you about them!”
7818 Orlando Ave, Lubbock, TX
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Local CFO

Local CFO

“By providing superior, relevant, and cost-effective advice, informed, and affirmed through measurable results while striving for the highest professional excellence in delivering those solutions. Responsibly navigate market opportunities and adjustme...”
In Business Since 2021
6609 Toledo Ave Suite 2, Lubbock, TX
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Bonner & Smith

Bonner & Smith

“At Bonner & Smith we believe that choosing a financial planner is one of the most important decisions you make. Our mission is to provide you and your family with financial guidance over our lifetime, with a commitment to individual attention and the...”
In Business Since 1994
CFP Certified
5308 114th St, Lubbock, TX
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Johnston Wealth Management

Johnston Wealth Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2019
12513 Quaker Ave, Lubbock, TX
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Wellington State Wealth Management

Wellington State Wealth Management

“"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."”
In Business Since 2018
7801 Quaker Ave, Lubbock, TX
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Castle Financial

Castle Financial

In Business Since 1994
6905 82nd St Suite 100, Lubbock, TX
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Family Dynasty Advisors

Family Dynasty Advisors

Annuities, Insurance, Wealth Management Strategies
“At Family Dynasty Advisors, we're not just a faceless corporation. We're a tight-knit group, a community. And when you come on board, you're not just another number; you become part of our family. We're interested in your unique situation, your quest...”
In Business Since 2018
4601 Texas 289 Loop Frontage Rd #7, Lubbock, TX
Featured

An independent, Actively Managed RIA Firm providing protection for clients in market downturns while generating consistent and proven performance where it counts. We are a Provider of Market Stability offering comprehensive tactical investments, tailored to meet your specific investment goals and risk tolerance. -Risk Reduction Are you a daredevil or a risk taker? Our integrated planning process provides tailored strategies for each client's unique needs and objectives. -Prudent Market Navigation Tailored management for tactical and growth-minded investors. Our active management approach is designed to capitalize in the good times and protect your investments when times get shaky. -Goals-Based Investing Our management strategies are designed to work in partnership with your needs. One-size-fits-all is not part of our vocabulary.

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Retirement Planning and Investment Management Services in Lubbock, TX Cost Estimates

Minimum cost
$1227
Maximum cost
$10430
National Average
$3681
Avg Per Hour Rates
$369
$2454
$6749
Fair price range is based on 375 cost profiles
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Average Cost $3681
Minimum cost $1227
Maximum cost $10430
Avg Per Hour Rates $369

Fair range $2454 to $6749 is based on 375 cost profiles.

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Wealth Management Advisors near Lubbock

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