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, serving both individual and high‑net‑worth clients. The firm manages roughly $142 million for about 192 clients and builds customized Investment Policy Statements and suitability profiles as part of ongoing advisory relationships.
The firm implements portfolios through discretionary management, using a mix of ETFs, mutual funds, individual equities and fixed income, and may use firm model portfolios that are monitored and rebalanced on an ongoing basis. Client work is informed by documented client profiles and Riskalyze risk assessments, and services commonly include retirement, tax and estate planning as well as 529 college account management under a limited power of attorney.
Notable distinctions include acting as a sponsor to a wrap fee program — a service relatively uncommon among peers of this size — and maintaining licensed insurance agents on staff, although the brochure notes the firm has recently chosen not to participate in insurance product sales. The Advisors Group also provides ancillary services such as tax preparation and Certified Divorce Financial Analyst (CDFA) engagements under separate agreements, creating a broader set of implementation options than many comparable firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: Up to 1.50% $500,000+: 1.0% $0+: 0.5% for 529 accounts
$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.
Quick links
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 president of Strategy, Inc. dba The Advisors Group since 2017. His career includes long-term tenure with The Advisors Group dating back to 1978 and experience at Signal Securities, Inc. Outside of financial advising, he manages tax preparation services for financial clients 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, serving both individual and high-net-worth clients. The firm manages approximately $142 million for around 192 clients, implementing portfolios through a mix of ETFs, mutual funds, individual equities, and fixed income, supported by customized Investment Policy Statements and Riskalyze risk assessments.
Shelby R
CFP®, Series 63
Lubbock, TX
The Advisors Group
Shelby Russell is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at The Advisors Group in Lubbock, TX. She has served as a Certified Divorce Financial Analyst since 2019 and holds a Series 63 license. Prior to her current role, she worked at Signal Securities, Inc. and has been affiliated with The Advisors Group in various capacities since 2007. Outside of advising, she is a licensed independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million across about 192 clients and employs a mix of ETFs, mutual funds, individual equities, and fixed income within customized investment strategies.
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