Credent Wealth Management – Amarillo

Credent Wealth Management - Amarillo is a Financial Planner in Amarillo, TX. The firm operates as a fee-only fiduciary, meaning advisors do not earn commissions or kickbacks and do not sell investment products like insurance or annuities. Compensation is based on a percentage of the account's value, with all fees disclosed upfront in writing before a client relationship begins. The firm serves a diverse range of clients, including young professionals starting to build wealth, growing families balancing multiple financial priorities, individuals preparing for retirement, executives and high earners, business owners, and those handling inheritances or newly acquired assets. Foundations, nonprofits, and trusts also utilize the firm's services to balance current needs with future goals. The team approaches financial planning with a focus on long-term relationships rather than short-term transactions, emphasizing transparency about fees and honesty about market realities.

The firm’s core beliefs center on the idea that financial freedom changes lives and that all Americans should have access to independent advice. The fiduciary obligation is directed solely to the client, not to Wall Street. The executive leadership team, which includes David Hefty, CFP, as Chief Executive Officer and Stacy Hefty as President, combines decades of experience in financial services. The firm adheres to Global Investment Performance Standards and maintains affiliation with the National Association of Personal Financial Advisors. The approach is built on the power of partnership, aiming to guide clients through life's most important financial events with service that exceeds expectations.

The office is located at 320 S Polk St Suite 510. It sits on S Polk St, just steps from the Amarillo Building and the Rule Building, both historic structures. The location is also a short distance from Southeast 3rd Avenue and South Taylor Street. Nearby civic landmarks include the Amarillo Police Department and the Amarillo Municipal Court, all within a quarter mile of the office.

The firm holds a rating of 5.00. As a local firm, it combines the personal touch of dedicated financial advisors with a coordinated team approach to provide comprehensive financial guidance and fee-only investments.