Top financial advisors in Amarillo, TX
We’ve curated a list of the best financial advisors in Amarillo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$157,005,050
Number of advisors
2 advisors
| $157,005,050 | 2 advisors | |
| 2 |
Assets under management
$135,039,551
Number of advisors
3 advisors
| $135,039,551 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Amarillo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Amarillo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Spring Capital Management
Spring Capital Management, L.L.C. is a Registered Investment Adviser offering a wrap fee program for advisory clients, focusing on individuals, high net worth individuals, businesses, trusts, and estates. The firm's primary investment strategy is the Advancing Dividend Equity Portfolio Theory, emphasizing long-term total market returns attributed to dividends. Spring Capital manages assets on a discretionary basis, providing services such as portfolio rebalancing, goal setting, and personal consultations. The minimum account opening balance is $1,000,000, with fees charged quarterly at 1.5% annually based on the daily average balance. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the ability to impose limited restrictions on their accounts, with Spring Capital managing assets in-house. The firm's investment analysis includes fundamental analysis methods, utilizing resources like Morningstar and financial publications. Risks associated with the firm's strategies include bond fund risk, fundamental analysis risk, ETF risk, insurance product risk, and mutual funds risk. Spring Capital does not vote proxies on behalf of clients and does not charge fees based on trading activity. The firm's Code of Ethics ensures high standards of business conduct, and clients receive quarterly account statements and trade confirmations. Spring Capital does not receive compensation for client referrals and discloses potential conflicts of interest related to personal trading and economic benefits from Charles Schwab.
$157,005,050 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersDale Buckner, Inc.
Dale Buckner, Inc., led by President Dale Buckner, MBA, CFP®, AIF®, specializes in helping individuals retire early while maintaining financial security. With a BBA from Texas Tech University and an MBA from ESAN, Lima Peru, Dale has over three decades of experience in the financial industry. As a Certified Financial Planner (CFP®) and a holder of the AIF® designation, Dale focuses on Life Stage Planning to assist clients in achieving their financial and life goals. Operating as a fiduciary, Dale adheres to the CFP Board's Standards of Professional Conduct, ensuring that clients' best interests are prioritized. Clients have the freedom to choose whether to purchase securities and insurance products through Dale Buckner or other entities, with full disclosure of any potential conflicts of interest. Dale Buckner has a clean disciplinary record and receives no additional compensation beyond standard fees. The firm is located in Amarillo, TX, and can be contacted for personalized financial planning services.
$135,039,551 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Amarillo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Amarillo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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