Fee-OnlyFinder

Advisers in Amarillo, TX

9 advisers in Amarillo — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)% of assets managed (8)

All advisers

Adams Wealth Management600 S. Tyler St., Suite 2100 · Amarillo, TX 79101 · (806) 414-5494 · Financial planningCRD 285180 · % of assets · $13.6 million AUMState registeredNo commissions reportedAsk Capital Investment Managers600 S. Tyler St., Ste. 1515 · Amarillo, TX 79101 · (806) 322-7526 · % of assets managedCRD 287711 · % of assets · $110.4 million AUMSEC registeredNo commissions reportedDouble Seven Wealth Group, LLC801 S. Fillmore Street, Suite 405 · Amarillo, TX 79101 · (806) 680-6399 · Hourly feesCRD 306038 · % of assets, Hourly charges · $9.3 million AUMState registeredNo commissions reportedHoyl Wealth Management, LLC2620 South Kentucky Street · Amarillo, TX 79109 · (806) 371-9473 · Financial planningCRD 330630 · % of assets · $24.1 million AUMState registeredNo commissions reportedKenai Investments, INC.2700 S Western St., Suite 900 · Amarillo, TX 79109 · (806) 359-3100 · % of assets managedCRD 125974 · % of assets · $64.0 million AUMState registeredNo commissions reportedKitsman Investment Management600 S Tyler St # 1702 · Amarillo, TX 79101 · (806) 322-4825 · % of assets managedCRD 288035 · % of assets · $11.1 million AUMState registeredNo commissions reportedMoney Methods, INC.6001 Belpree Rd · Amarillo, TX 79106 · (806) 353-8782 · Financial planningCRD 109298 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedSpring Capital Management600 S. Tyler, Suite 1515 · Amarillo, TX 79101 · (806) 322-5000 · % of assets managedCRD 282842 · % of assets · $223.0 million AUMSEC registeredNo commissions reportedToro Bravo Investment Advisors, LLC3418 Olsen Blvd, Suite a · Amarillo, TX 79109 · (806) 359-7766 · Flat / fixed feesCRD 288435 · % of assets, Fixed fees · $31.5 million AUMState registeredNo commissions reported
Talking to advisers in Amarillo? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.