Adam Bonner
Adam Bonner is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Amarillo, TX, with 10 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
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.