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Disclosure

 The services and products described on this website are intended to be made available only to persons in the United States and to persons residing in states we are currently registered, licensed or otherwise qualified to conduct business.

This website is not intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

The Securities and Exchange Commission requires that all Registered Investment Advisers annually offer their clients a copy of the ADV-Part 2. If you would like a copy of our most recent filing, please contact us.  


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Form ADV Part 3 CRS 2025 (pdf)

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Privacy Policy 2025 (pdf)

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  Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 

Copyright © 2021 Bonner & Smith, LLC - All Rights Reserved.

5308 114TH ST LUBBOCK, TX 79424 (806) 798-1880

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