AIM Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AIM Advisory Group provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm notes a $100,000 minimum account size (waivable) and reports roughly $24.2 million in discretionary assets across its client base.
AIM documents client goals and risk tolerance in an Investment Policy Statement and uses a mix of fundamental, technical, cyclical analysis and modern portfolio theory to implement strategies. Its trading toolbox includes long‑ and short‑term trading and options strategies (including covered, uncovered and spread positions), and it invests across mutual funds, equities, fixed income, ETFs (including precious‑metal and defined‑outcome ETFs), REITs, commodities, hedge funds and insurance products; accounts are reviewed at least monthly.
Compared with many peers, AIM discloses non‑standard billing arrangements in addition to percentage‑of‑AUM fees — including fixed/retainer planning fees ($500–$10,000) and hourly billing ($300/hr billed in quarter‑hour increments) — and it collects asset‑based fees monthly in advance. The brochure also discloses arrangements that can create conflicts of interest (representatives may be licensed insurance agents, AIM may receive fee‑splits from third‑party advisers, and the firm requires clients to use a specific broker‑dealer), with the firm stating it will disclose and seek to manage those conflicts.
Client services
Expertise
Fee options
$500 to $10,000 for financial planning
$0 - $150,000: 1.50% $150,000 - $250,000: 1.40% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.90%
$300 per hour
Account minimum: $100,000
Main office
7021 Kewanee Ave, Unit 2102
Lubbock TX 79424
Advisors at this office
2
Most active in
Texas
Also doing business as
Aim Advisory Group, LLC · Price, Justin · Realegacy Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Justin P
CFP®, Series 63, Series 65
Lubbock, TX
AIM Advisory Group, LLC
Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.
Nickolas W
Series 65
Lubbock, TX
AIM Advisory Group, LLC
Nickolas Widen is a financial advisor with AIM Advisory Group, LLC, holding a Series 65 designation and new to the industry with one year of experience. His background includes service in the United States Air Force and roles in family and protective services as well as real estate. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a range of analytical methods and investment strategies across multiple asset classes, tailoring client accounts based on documented goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)