Amicus Financial Advisors, LLC fees and pricing
Financial planner in Lubbock, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Amicus Financial Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly charges are $250/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Amicus Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable in limited circumstances between the advisor and the client.”
- “All fees are payable after services are rendered and within a reasonable time after the bill is received.”
- “Fees for partial months and fees on accounts with withdrawals or contributions shall be calculated on a pro-rata basis.”
How Amicus Financial Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Lubbock that publish an hourly rate charge less.
About Amicus Financial Advisors, LLC
“Amicus Financial Advisors, LLC (“Amicus,” “we,” or “us”) is a fee-based financial planning firm providing comprehensive financial planning, insurance planning, tax planning, retirement planning, non-legal trust and estate planning, cash flow management, investment advice, and asset management services.”
- Firm size: 19 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 748
- Employees
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $550,940,733
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131315
- Phone
- (806) 698-1122
Can advise clients in 7 states: California, Colorado, New Mexico, Pennsylvania, Texas, Utah, Wisconsin
Other planners in Lubbock that publish fees
- Aim Advisory Group, LLCLubbock$300/hr, $500-$10,000
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.