Top financial advisors in Amarillo, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own property in Amarillo or nearby, you need an advisor who understands how property taxes and federal taxes interact to affect your overall financial picture. A common mistake is focusing only on federal income tax while overlooking significant property tax impacts.
- Property tax modeling. Confirm how they incorporate local property tax rates into your long-term plans, not just federal tax rules.
- Sales tax considerations. Ask how they factor Texas's sales tax into budgeting and cash flow strategies.
- Multi-state planning. If you have assets or income from other states, check how they coordinate tax implications across jurisdictions.
- Experience with Texas clients. Look for advisors familiar with Amarillo's market and tax environment to avoid generic advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gabriel M
Series 65
Amarillo, TX
Soulence Wealth Management
Gabriel Mc Mennamy, based in Amarillo, TX, offers expertise in retirement income strategy and cash flow budgeting, which are crucial for managing local property and sales tax impacts. His firm, Soulence Wealth Management, employs a blend of technical and fundamental analysis with strategic asset allocation, charging a 1.50% AUM fee and serving clients with a focus on retirement planning and pension consulting, distinguishing him from other advisors in the area.
Experience: 4 years
Avg account: $262,239
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Bradley C
Series 63, Series 66
Amarillo, TX
Double Seven Wealth Group, LLC
Bradley Clark's 14 years of experience in Amarillo and his expertise in real estate investing position him well to address the interplay of property and federal taxes for local property owners. His firm, Double Seven Wealth Group, offers discretionary investment management and financial consulting with a 1.10% AUM fee and $200 hourly planning rate, emphasizing client education and combining fundamental and technical analysis for tailored strategies.
Experience: 15 years
Avg account: $298,762
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Thomas S
Series 63, Series 65
Amarillo, TX
Cetera
Thomas Simms brings 40 years of experience in wealth management and tax-loss harvesting, making him well-equipped to address Amarillo's property and federal tax interplay. Operating within Cetera, a large firm with over 6,800 advisors, he offers flat-fee and hourly consulting options, catering to high earners and those approaching retirement, which may suit clients seeking flexible fee structures and seasoned guidance.
Experience: 41 years
Avg account: $306,089
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Khoury M
CFP®, Series 66
Amarillo, TX
Edward Jones
Khoury Maldonado's nine years of experience and CFP® certification equip him to address Amarillo's unique property and federal tax interplay, especially for clients involved in business ownership and real estate investing. Operating within Edward Jones, a large full-service firm, he offers advisory programs with fees up to 1.35% annually, benefiting clients seeking comprehensive wealth management and multi-state tax coordination.
Experience: 9 years
Avg account: $246,728
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Kent M
CFP®, Series 63
Amarillo, TX
Wells Fargo Advisors
Kent Mitchell's extensive 35 years of experience and CFP® certification equip him to navigate Amarillo's unique property and federal tax interplay effectively. Affiliated with Wells Fargo Advisors, a large firm offering proprietary research and diverse financial planning services, he caters to high-net-worth clients and business owners, providing specialized strategies like cash flow and business exit planning that distinguish him from other local advisors.
Experience: 35 years
Avg account: $514,335
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