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Bennett Bennett & Trice
- Planning
- Deadline
- Financial
“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.”
Best Financial Advisors in Lubbock, TX
24 firms listed · all 24 in Lubbock · 9 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Mason Warner & Company
“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”
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Evensky & Katz / Foldes Wealth Management
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Caprock Business Consulting
“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.”
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Associated Business Services
“Professional experience and Friendly you cant go wrong here!”
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Massengale Wealth Management
The 24 firms listed for Lubbock, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lubbock, TX
All 24 firms we list here are in Lubbock itself. We have 25 firms in Lubbock on file; this page shows the highest-rated 24. 10 of the firms on this page have a rating, from 1.0 to 5.0 across 104 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (81%). 1 shows a license on its website; 2 list staff certifications (CFP) and 8 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 55 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 15 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lubbock offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Amicus Financial Advisors
“Really been helpful with my investment needs.”
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Caprock Financial Group
“Said I was looking good, and to touch base of anything changed.”
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Winston Wealth Advisors
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Golden Circle Financial Group
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Advisors Group
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Alpha Capital Strategies
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Green & Deckert
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Peacefield Wealth Solutions
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AIM Advisory Group
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Greg Homesley, CPA
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Pennington Bass & Associates
“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!”
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Bonner & Smith
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Johnston Wealth Management
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Wellington State Wealth Management
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Castle Financial
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Local CFO
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Family Dynasty Advisors
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Antioch Wealth Management
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
Why these companies made our list
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