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Find Retirement Advisors for Retirement Planning in Amarillo, Texas

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Amarillo, Texas

Last Updated - April 14, 2025

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.

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List of Qualified Retirement Planning Advisors in Amarillo, Texas

VERIFIED

James Shafer
CFP^®
Momentum Independent Network Inc.

Qualifications
CRD# 5379121
Firm CRD# 17587
Series 7, 66

Minimum Assets Required
$500,000

Address

600 S. Tyler, Suite 1907,
Amarillo, TX 79101 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Top 2 Retirement Planning firms in Amarillo, Texas (Ranked by AUM)

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

Information on Top Retirement Planning firms in Amarillo, Texas

SPRING CAPITAL MANAGEMENT

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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DALE BUCKNER, INC.

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Education seminars/workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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