Lonestar Registered Investment Advisors, LLC fees and pricing
Financial planner in Lubbock, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Lonestar Registered Investment Advisors, LLC charges $200 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs.”
- Flat or project fee
- $2,500
“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lonestar Registered Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
- “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
How Lonestar Registered Investment Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 4 other planners in Lubbock that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Lubbock that publish a flat or project fee charge less.
About Lonestar Registered Investment Advisors, LLC
- Firm size: 13 employees.
- Registered as an adviser: 2023 (3 years).
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
- 3% a year
- Clients
- 1,194
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $336,173,599
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144200
- Phone
- (866) 785-5350
Can advise clients in 10 states: California, Colorado, Florida, Georgia, New Hampshire, New Mexico, Ohio, Oklahoma, Texas, Virginia
Other planners in Lubbock that publish fees
- Aim Advisory Group, LLCLubbock$300/hr, $500-$10,000
- Amicus Financial Advisors, LLCLubbock$250/hr
- Angel Legacy Advisors, LLCLubbock$300/hr, $500-$3,000
- 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.