Adam Bonner
Adam Bonner is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Amarillo, TX, with 11 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
7629 Hillside Rd., Ste. 100, Amarillo, TX, 79119
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business Activities
Adam is an officer/director of Amarillo Wealth Management, LLC, which is a DBA name for marketing purposes, taking up more than full-time. He also manages several real estate and trust entities, dedicating minimal time to each.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
United Capital Financial Advisers
State Registrations10 states
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
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