The Best Financial Advisors in Amarillo

Hoyl Financial leads for knowledgeable guidance and personal attention, backed by staff who treat clients as people and provide regular updates.

By The Scoop Editorial Team · How we pick · Updated July 2026

Hoyl Financial

★★★★★ 4.8 · 40 reviews

Open 8 AM–5 PM most days, closed Sun & Sat

Licensed
Insured
Warranty

Knowledgeable guidance and personal attention define the experience at Hoyl Financial. Staff handle everything from IRA setup and investment optimization to estate paperwork and benefits collection, with regular updates by phone and text keeping clients informed. The firm helps clients achieve retirement goals and financial milestones through portfolio management that clients describe as confident and secure. Clients appreciate never feeling rushed during conversations and getting every question answered without hesitation. The office on South Kentucky treats people as individuals, not account numbers, with follow-up that makes out-of-town family members grateful for how easy the process becomes. Perfect tens get handed out for expertise in protecting and growing money.

"They were also kind. They said heartfelt things about my mom, met with me face to face, and treated me like a person, not just a client."Verified review

Best for: clients who value personal attention

Call Now (806) 371-9473 Visit Website

2620 S Kentucky St, Amarillo

Hoyl Financial, Financial Advisors in Amarillo — Hoyl FinancialPhoto: Hoyl Financial

2620 S Kentucky St, Amarillo

2No. 2 in Amarillo

Shane Hall Financial

★★★★★ 5 · 24 reviews

Open 8:30 AM–5 PM, closed Sun & Sat

Twenty-five years of client relationships anchor Shane Hall Financial's reputation for consistency and clear communication. The team uses visual presentations and charts to explain financial concepts in ways clients understand, making comprehensive planning accessible. Multi-generational relationships stretch back more than two decades, with clients trusting advice that has never steered them wrong. The staff takes time to listen and guide clients toward their future, always remaining accessible for questions or concerns. Clients describe the service as professional, patient, and focused on what benefits them most.

"Shane looks at the big picture and little details. He makes my life less stressful."Verified review

Best for: long-term planning partnerships

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1616 S Kentucky St Ste. D-110, Amarillo

Shane Hall Financial, Financial Advisors in Amarillo — Shane Hall FinancialPhoto: Shane Hall Financial

1616 S Kentucky St Ste. D-110, Amarillo

3No. 3 in Amarillo

Kenai Investments

★★★★★ 5 · 23 reviews

Open 9 AM–5 PM, closed Sun & Sat

Kenai Investments on South Western handles wealth management, investment advisory, and tax preparation with a personal touch clients notice. The firm has built long-term relationships since 2009 through responsive communication and tailored portfolio strategies. Clients appreciate the attention to detail, thorough answers to questions, and strong returns that make the service feel like a good value.

"His planning and advisory support is straight-forward, clear and actually useful."Verified review

Best for: investors seeking clear, honest guidance

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2700 S Western St #900, Amarillo

Kenai Investments, Financial Advisors in Amarillo — Kenai InvestmentsPhoto: Kenai Investments

2700 S Western St #900, Amarillo

4No. 4 in Amarillo

Veritas Legacy Wealth

★★★★★ 5 · 17 reviews

Open 8 AM–4:30 PM, closed Sun & Sat

Licensed

Veritas Legacy Wealth handles donor-advised funds, 401K oversight, and multi-generational retirement planning with a level of attention clients describe as uncommon. The firm monitors portfolios for multiple outcomes, managing risk while building wealth across life stages. Clients feel genuinely known, even as the firm serves a diverse book, and appreciate the depth of analysis and communication in every planning conversation.

"I was looking for a relationship that felt like my investments mattered as much to my advisor as they did to me."Verified review

Best for: families seeking long-term partnerships

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7428 Pennsylvania Drive, Amarillo

Veritas Legacy Wealth, Financial Advisors in Amarillo — Veritas Legacy WealthPhoto: Veritas Legacy Wealth

7428 Pennsylvania Drive, Amarillo

How Amarillo's Top Financial Advisors Compare

How Amarillo's top Financial Advisors compare across key factors
Business	Hours	Known for
Hoyl Financial Top Pick	8 AM–5 PM	clients who value personal attention

Shane Hall Financial	8:30 AM–5 PM	long-term planning partnerships
Kenai Investments	9 AM–5 PM	investors seeking clear, honest guidance
Veritas Legacy Wealth	8 AM–4:30 PM	families seeking long-term partnerships

What People Are Saying

★★★★★

They listened to me and set a strategy to meet the agreement we made.

Hoyl Financial

★★★★★

He knows his business and has never steered us wrong.

Shane Hall Financial

★★★★★

They took the time to understand my financial goals and provided insightful guidance…

Kenai Investments

Financial Advisors in Amarillo

Financial planning demand in Amarillo reflects the Panhandle economy's mix of agriculture, energy production at the helium reserve and Pantex facility, aerospace manufacturing at Bell Helicopter, and meat-packing operations. The client base includes ranchers managing land succession, aerospace workers with 401Ks and pensions, and energy professionals navigating commodity-driven income swings. Multi-generational wealth transfer appears frequently in the data, with advisors managing family relationships across decades and handling estate coordination alongside portfolio growth. The high plains climate's unpredictability mirrors the volatility clients face in commodity-exposed sectors, making risk management and portfolio diversity recurring priorities.

What to Know Before You Choose

Verify credentials through FINRA BrokerCheck for registered representatives or the SEC's Investment Adviser Public Disclosure database for fiduciary advisors who must legally put your interests first.
Ask how the advisor is compensated (assets under management percentage, hourly fee, flat fee, or commission) and request a clear written fee schedule including all transaction costs and third-party expenses.
Look for long-term client relationships as proof of consistent service; Amarillo's top firms maintain clients for 10 to 25 years.
Request a sample financial plan or portfolio strategy to see how the advisor explains complex concepts and whether their communication style fits your needs.
Ask how often you'll receive portfolio updates and progress checks, and whether the advisor uses visual tools or online portals to track your accounts.
Confirm the advisor's experience with situations similar to yours, whether that's ranch succession planning, 401K rollovers, or managing commodity-sector income volatility.
Schedule initial consultations with at least two advisors to compare approaches, fee structures, and the personal rapport that sustains decades-long planning relationships.
Verify that the advisor carries errors and omissions insurance to protect against professional mistakes, and ask whether they coordinate with your CPA and estate attorney.

Commonly Requested in Amarillo

Retirement planning and IRA optimization
Estate planning and wealth transfer
401K oversight and rollover guidance
Tax preparation and tax-efficient investing
Portfolio management and risk assessment
Donor-advised fund setup and management
Multi-generational financial planning
Investment yield optimization

Questions Amarillo Locals Ask

Who are the best financial advisors in Amarillo?

Hoyl Financial leads for personal attention and knowledgeable guidance, with staff who provide regular updates and treat clients as individuals. Shane Hall Financial brings 25 years of client relationships and clear visual presentations. Kenai Investments combines wealth management with tax preparation and straightforward advice. Veritas Legacy Wealth specializes in multi-generational planning and donor-advised funds.

What should I look for in an Amarillo financial advisor?

Look for advisors who explain strategies clearly, maintain regular communication, and have long-term client relationships as proof of consistent service. Ask about their approach to retirement planning, tax coordination, and estate considerations. Verify credentials through FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure database. The best fit will listen to your goals and explain options in terms you understand.

How much do financial advisors charge in Amarillo?

Most Amarillo advisors charge either a percentage of assets under management (typically 1% annually), an hourly rate for planning sessions, or a flat fee for specific services like retirement planning or tax preparation. Some combine approaches, charging a planning fee upfront and ongoing asset-based fees. Ask for a clear fee schedule in writing before committing, including any transaction costs or third-party expenses.

Do Amarillo financial advisors help with retirement planning?

Yes. Hoyl Financial helps clients reach retirement goals with regular progress updates. Shane Hall Financial offers comprehensive planning with visual tools. Kenai Investments tailors strategies for late-life investors, and Veritas Legacy Wealth manages 401K oversight and multi-generational transitions.

Can financial advisors in Amarillo help with tax preparation?

Kenai Investments offers both wealth management and tax preparation services under one roof, coordinating investment strategies with tax efficiency. Other Amarillo advisors typically coordinate with your CPA rather than preparing returns directly. Ask whether your advisor works closely with tax professionals or handles both services, and how they integrate tax planning into investment decisions throughout the year.

How do I know if an Amarillo financial advisor is trustworthy?

Check credentials through FINRA's BrokerCheck for registered representatives or the SEC's Investment Adviser Public Disclosure site for advisors. Look for long-term client relationships, which Amarillo's top firms maintain for 10 to 25 years. Ask how they're compensated and whether they act as a fiduciary, legally required to put your interests first. Request references and verify that fee structures are transparent and documented.

What's the difference between a financial planner and a financial advisor in Amarillo?

The terms overlap, but financial planners typically focus on comprehensive life planning including retirement, insurance, estate, and tax strategies, while financial advisors may concentrate on investment management. In Amarillo, firms like Shane Hall Financial and Veritas Legacy Wealth offer comprehensive planning, while others emphasize portfolio management. Ask about the scope of services and whether the advisor holds CFP (Certified Financial Planner) credentials for planning expertise.

Should I work with a local Amarillo financial advisor or a national firm?

Local Amarillo advisors understand the Panhandle's economy tied to agriculture, energy, aerospace, and manufacturing, which shapes planning for income volatility and retirement timing. They offer face-to-face access and personal relationships that clients maintain for decades. National firms provide broader research and technology platforms but less personal attention. The best choice depends on whether you value local knowledge and personal service or institutional resources and scale.

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Still deciding? You can't miss with Hoyl Financial, our top pick. Call Hoyl Financial

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