Angel Legacy Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“Hourly fees range are $300 per hour.”

Flat or project fee

$500⁠-⁠$3,000

“Fixed fees range from $500 to $3,000.”

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

How Angel Legacy Advisors, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Angel Legacy Advisors, 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-$3,000 is below the Texas median of $3,850. 19% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Lubbock that publish a flat or project fee charge less.

About Angel Legacy Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

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

Highest asset based fee in brochure

1.25% a year

Clients

15

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$2,245,188

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337395

Website

angellegacyadvisors.com (opens in new tab)

Phone

(210) 415-2461

Other planners in Lubbock that publish fees

• Aim Advisory Group, LLCLubbock$300/hr, $500⁠-⁠$10,000
• Amicus Financial Advisors, LLCLubbock$250/hr
• 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