Find a Financial Advisor in Amarillo, TX

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Amarillo, TX.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Amarillo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Amarillo, TX


  • Financial Advisor Close to Amarillo, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Amarillo, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Amarillo, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Amarillo financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Amarillo, TX?

  • Population: 198,955
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $141,700
  • Average Monthly Housing Cost: $887
  • Average Household Income: $71,120
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Amarillo, TX

 

DALE BUCKNER, INC.

Website

(180) 635-7977

301 S. Polk
Suite 420
Amarillo, TX 79101

SEC#: 801-110346
Years in Business: 4 years

SPRING CAPITAL MANAGEMENT

Website

(806) 322-5000

600 S. Tyler
Suite 1515
Amarillo, TX 79101

SEC#: 801-119676
Years in Business: 1 years

SOUND INCOME STRATEGIES, LLC

Website

(806) 242-0550

5801 W. Interstate 40
Suite 101
Amarillo, TX 79106

SEC#: 801-80425
Years in Business: 7 years

CWM, LLC

Website

(806) 372-4285

5101 Lexington Square

Amarillo, TX 79119

SEC#: 801-72037
Years in Business: 11 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(806) 358-7530

4000 West 34th Street
Suite D
Amarillo, TX 33576

SEC#: 801-51232
Years in Business: 25 years

CWM, LLC

Website

(806) 372-4285

5101 Lexington Square

Amarillo, TX 79119

SEC#: 801-72037
Years in Business: 11 years

SECURITIES AMERICA ADVISORS, INC.

Website

(806) 331-2600

801 S Fillmore St
Ste 530
Amarillo, TX 79101

SEC#: 801-45628
Years in Business: 27 years

SOUND INCOME STRATEGIES, LLC

Website

(806) 242-0550

5801 W. Interstate 40
Suite 101
Amarillo, TX 79106

SEC#: 801-80425
Years in Business: 7 years

EDWARD D. JONES & CO., L.P.

Website

(806) 352-1984

7820 Hillside Rd
Suite 300
Amarillo, TX 79119

SEC#: 801-3297
Years in Business: 58 years

 


Amarillo, TX Financial Advisor FAQs

The answer to that question largely depends on your personal assets and expertise in handling finance. All financial advisors have a wide array of services they can offer depending on the client's needs.
Choose a financial advisor who charges a flat fee in order to avoid a conflict of interest in the advice they give.
When a financial advisor provides personal coaching and guidance, they are going to charge a fee. Every financial advisor is different in how they make their payments work for you.
The total cost of their services depend on how many hours you get each year, plus additional fees if they're managing any proprietary funds for you. All of the costs will show up transparently upfront before any work begins so there are no hidden fees or surprise charges when it's time to complete taxes at the end of the year.