The Advisors Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,084,393
Clients
192
Advisors
2
of 5 employees
About
The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm also offers related services such as financial planning consultations, tax preparation through an affiliated practitioner, and advice on 529 college savings accounts.
Investment advice is delivered through a client-specific process that uses a suitability profile, a Riskalyze-based risk assessment, and a written investment policy statement; the firm implements plans primarily via discretionary portfolios invested in ETFs, mutual funds, individual equities and fixed income. Portfolios are managed with a strategic allocation approach that blends passive and active funds, with ongoing monitoring, periodic rebalancing, and trade execution routed through an institutional Schwab custody platform.
Noteworthy distinctions include that the firm historically sponsored a wrap-fee program but discontinued that offering in 2026, and that firm personnel hold insurance producer licenses despite a current decision not to engage in insurance sales. The small advisory team oversees more than $140 million in client assets, provides Certified Divorce Financial Analyst consultations to existing advisory clients at no additional charge, and offers tax-preparation services with customary client discounts—features that are less common among supported peers.
Client services
Expertise
Fee options
$0 - $250,000: Up to 1.50% Over $250,000+: 1.0% 529 Accounts+: 0.5%
$175 per hour
Account minimum: $250,000
Main office
12002 Trafalgar Avenue, Suite 102
Lubbock TX 79424
Advisors at this office
2
Most active in
Texas
Also doing business as
Strategy, Inc. · Strategy, Inc. Dba The Advisors Group · The Advisors Group
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John R
CFP®, Series 63
Lubbock, TX
The Advisors Group
John Russell is a CFP® with 41 years of industry experience, currently serving as an advisor at The Advisors Group. He has held roles at The Advisors Group since 1978, including through its related entities, and previously worked at Signal Securities, Inc. Outside of advising, he is president of a tax preparation business and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm employs a client-specific process using risk assessments and written investment policy statements, managing portfolios through a strategic allocation of passive and active funds primarily via ETFs, mutual funds, individual equities, and fixed income.
Shelby R
CFP®, Series 63
Lubbock, TX
The Advisors Group
Shelby Russell is a CFP® with 13 years of industry experience, currently serving as a financial advisor at The Advisors Group in Lubbock, TX. She has held the Certified Divorce Financial Analyst (CDFA) designation since 2019 and has worked at The Advisors Group and Signal Securities, Inc. Her other business activities include acting as an independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm uses a client-specific process with risk assessment and written investment policy statements, managing portfolios through a strategic allocation approach combining passive and active funds.
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