Advisor at Angel Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Angel Legacy Advisors, LLC
Location
Lubbock, TX 79424
Credentials
CFP®, Series 66
Industry experience
10 years
Matthew Angel is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal and sole advisor at Angel Legacy Advisors, LLC, having previously worked at USAA for 15 years. Angel Legacy Advisors provides investment management and fiduciary retirement-plan advisory services to plan sponsors, businesses, and individual clients. The firm emphasizes fundamental analysis with a long-term approach, using diversified mutual funds, ETFs, and select individual securities, and it offers pension consulting, third-party manager oversight, and standalone financial planning services.
Based on Angel Legacy Advisors, LLC
Based on Angel Legacy Advisors, LLC
Fixed financial planning fees range from $500 to $3,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300 per hour
Fee-only: Financial planning fees: $300/hour hourly rates, fixed fees $500 to $3,000
12203 Quaker Ave, #10
Lubbock, TX 79424
Texas
Angel Legacy Advisors, LLC
2025 - Present (1 year)
Usaa
2010 - 2025 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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