Blake Flint is a registered investment advisor at Amicus Financial Advisors, LLC, based in Lubbock, TX, with 3 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7021 Kewanee Ave, 4-102, 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
November 2022 - Present · 3 yrs 5 mos
State Registrations7 states
CACONMPATXUTWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Blake Flint - Financial Advisor | TrueAdvisor