Amarillo, TX Financial Advisors and Resources



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: 0 years

SOUND INCOME STRATEGIES, LLC

Website

(806) 242-0550

5801 W. Interstate 40
Suite 101
Amarillo, TX 79106

SEC#: 801-80425
Years in Business: 6 years

CWM, LLC

Website

(806) 372-4285

5101 Lexington Square

Amarillo, TX 79119

SEC#: 801-72037
Years in Business: 10 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: 10 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: 6 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: 57 years


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.)


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.