Shelby Russell is a CFP-designated registered investment advisor at The Advisors Group, based in Lubbock, TX, with 13 years of industry experience. Shelby 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
Shelby is an independent insurance agent licensed in life, accident, and health since 2008, spending a few hours per week reviewing contracts, making recommendations, and occasionally selling policies. Shelby is also a Certified Divorce Financial Analyst (CDFA) since 2019, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
The Advisors Group
Previous Registrations
Signal Securities, INC.Broker
The Advisors Group
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.