John Russell is a CFP-designated registered investment advisor at The Advisors Group, based in Lubbock, TX, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 194 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are up to 1.50% for assets under $500,000. 529 accounts are charged 0.5%.
Fee Estimator
Location
12002 Trafalgar Avenue, Suite 102, Lubbock, TX, 79424
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns Sugar Shack Holdings, a property rental business, and dedicates minimal time to it. He is also an independent insurance agent licensed since 1984, spending minimal time reviewing contracts and selling policies, and the president of Strategy, Inc., spending about a quarter of his time preparing tax returns for financial services clients from February to mid-April. Finally, John is the treasurer for Vintage Town Assembly Inc, spending a few hours per week managing HOA finances.
Employment History
Current Registrations
The Advisors Group
Previous Registrations
Signal Securities, INC.Broker
The Advisors Group
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Amev Investors, INC.Broker
Sentra Securities CorporationBroker
Triple Check Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.