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CFP

Dale Buckner

Tcp Asset Management, LLC
38 Years of Experience
Amarillo, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Dale Buckner is a CFP-designated registered investment advisor at Tcp Asset Management, LLC, based in Amarillo, TX, with 38 years of industry experience. Dale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B in assets under management.

Tcp Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 S. Polk, Suite 420, Amarillo, TX, 79101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dale is an author under "Make Money, Think Rich" since 2014, and an owner/agent selling non-variable insurance since 1988. He is also an advisor and president of Dale Buckner, Inc., a registered investment advisor, and executor for Hazel Buckner.

Employment History
Current Registrations
Tcp Asset Management, LLC
January 2026 - Present · 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 1998 - Present · 28 yrs
Previous Registrations
Dale Buckner, INC.
May 2017 - March 2026 · 8 yrs 10 mos
Ambertree Investment Management, INC.
October 2002 - December 2003 · 1 yr 2 mos
Dale Buckner, INC. DBA Dale Buckner and Asset Planning Group
May 2002 - April 2017 · 14 yrs 11 mos
Sunamerica Securities, INC.Broker
February 1990 - October 1998 · 8 yrs 8 mos
Pruco Securities CorporationBroker
June 1988 - December 1989 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
June 1988 - December 1989 · 1 yr 6 mos
State Registrations25 states
AKALARAZCACOFLILINKSLAMAMDMNMONCNENMOHOKORTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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