Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group

Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group (CRD# 116342) is a financial advisory firm headquartered in Amarillo, TX. They manage $82,690,990 in 660 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $125,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group
Showing 1 - 4 of 4 top financial advisors.
1
Dale E. Buckner
CRD#: 1838126
301 S. Polk, Suite 420, Amarillo, TX 79101
96
Wealthminder
score

Dale Buckner (CRD# 1838126) is an Investment Advisor Representative working at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group in Amarillo, TX and has over 28 years of experience in the finance industry. Dale Buckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brett D. Hansen
CRD#: 1498631
301 S. Polk, Suite 420, Amarillo, TX 79101
93
Wealthminder
score

Brett Hansen (CRD# 1498631) is an Investment Advisor Representative working at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group in Amarillo, TX and has over 30 years of experience in the finance industry.

3
Scott A. Richardson
CRD#: 4964980
301 S. Polk, Suite 420, Amarillo, TX 79101
93
Wealthminder
score

Scott Richardson (CRD# 4964980) is an Investment Advisor Representative working at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group in Amarillo, TX and has over 11 years of experience in the finance industry.

4
Paul D. Martinez
CRD#: 1391802
301 S. Polk, Suite 420, Amarillo, TX 79101
38
Wealthminder
score

Paul Martinez (CRD# 1391802) is an Investment Advisor Representative working at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group in Amarillo, TX and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.