Find a Financial Advisor in Potter County, TX

 

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

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We Only Work With The Best Potter County 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 Potter County, TX


  • Financial Advisor Close to Potter County, 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 Potter County, 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 Potter County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Potter County financial advisors.
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How Retirement-Friendly is Potter County, TX?

  • Population: 119,674
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $105,700
  • Average Monthly Housing Cost: $783
  • Average Household Income: $60,595
  • 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 Potter County, 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

 


Potter County, TX Financial Advisor FAQs

Financial advisors are normally compensated through commissions, fees, salary or commission.
Financial advisors provide two key services. The first is investing in stocks, bonds, or mutual funds to create wealth through capital gains and dividends. The second is providing guidance about investment decisions in order to help clients meet their future financial goals in terms of retirement savings, saving for college or other short-term goals.
Financial advisors are always available to answer questions when an investor feels overwhelmed, anxious, or confused about where to go next with investments. Advice from a trusted advisor can also help minimize risks by diversifying assets and building portfolios with appropriate risk-return profiles.
If you are looking for a financial advisor, it's important that your financial advisor has an objective approach to investing. There should be no form of conflicted advising, where the advisor recommends certain investments based on how they will make them money.