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CFP
ES
CFP

Evan John Smith

Amicus Financial Advisors, LLC
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Amicus Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

Location

7021 Kewanee Ave, Building 7, Suite 102, Lubbock, TX, 79424

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Amicus Financial Advisors, LLC
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.