Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Amarillo has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Amarillo, Texas have an average of 17 years of experience.
James Shafer
CFP®
Momentum Independent Network Inc.
Qualifications
CRD# 5379121
Firm CRD# 17587
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 600 S. Tyler, Suite 1515 Amarillo, TX, 79101 | $214,379,993 | 303 | 2 | A percentage of AUM |
2 | 301 S. Polk, Suite 420 Amarillo, TX, 79101 | $159,049,911 | 852 | 3 | A percentage of AUM |
QualificationsFirm CRD# 282842
Assets Under Management $214,379,993
No. Of Clients303
Clients Per Financial Advisor152
SPRING CAPITAL MANAGEMENT is a financial advisory firm situated in Amarillo, Texas. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 303 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116342
Assets Under Management $159,049,911
No. Of Clients852
Clients Per Financial Advisor284
DALE BUCKNER, INC. is a financial advisory firm situated in Amarillo, Texas. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 852 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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