Aim Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee for these services is $300.”

Flat or project fee

$500⁠-⁠$10,000

“Thereafter, clients may terminate the Financial Planning Agreement generally with upon written notice. 7 Retainer/Fixed Fees The rate for creating or evaluating client financial plans is between $500 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aim Advisory Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty, for full refund of AIM’s fees, within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of AIM’s fees, within five business days of signing the Financial Planning Agreement.”
• “Portfolio management fees are withdrawn directly from the client’s accounts with client’s written authorization, or may be billed to the client.”

How Aim Advisory Group, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Lubbock that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Lubbock that publish a flat or project fee charge less.

About Aim Advisory Group, LLC

• Firm size: 2 employees.
• Founded: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

44

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$24,199,270

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169281

Website

aimadvisorygroup.com (opens in new tab)

Phone

(806) 853-8004

Other planners in Lubbock that publish fees

• Amicus Financial Advisors, LLCLubbock$250/hr
• Angel Legacy Advisors, LLCLubbock$300/hr, $500⁠-⁠$3,000
• Lonestar Registered Investment Advisors, LLCLubbock$200/hr, $2,500
• Mcdonald Capital ManagementLubbock$250/hr, $1,000/yr
• Sagefolio AdvisorsLubbock$500⁠-⁠$1,250, $500⁠-⁠$1,250/yr

Compare all 10 planners in Lubbock