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Edward Hedgecoke

Advisor at Perennial Wealth Advisors, LLC

Updated today

Location

Amarillo, TX

Credentials

Series 63, Series 65

Industry experience

26 years

About

Edward Hedgecoke is a financial advisor at Perennial Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he has been involved in managing a rental property and an RV park through Canadian River Properties, LP since 2010. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation framework and regularly publishing a newsletter series for educational market commentary.

Client services

Based on Perennial Wealth Advisors, LLC

Financial planning Portfolio management Newsletters or periodicals

Expertise

Based on Perennial Wealth Advisors, LLC

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments

Occupation focus

Based on Perennial Wealth Advisors, LLC

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.00% $4,000,001+: 0.90%

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements

Other

Fee-only: Financial planning and consulting fees range from $500 to $10,000 for project-based planning and $1,000 to $3,000 for ongoing planning

Location

Amarillo, TX

Most active in

Oklahoma · Texas

Work history

Purshe Kaplan Sterling Investments

2024 - Present (2 years)

Perennial Wealth Advisors, LLC

2024 - Present (2 years)

Ameriprise

2020 - 2024 (4 years)

Canadian River Properties, LP

2010 - Present (16 years)

Ameriprise

2000 - 2020 (20 years)

Robin Mitchell, Edward Hedgecoke

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James A

Series 66

Amarillo, TX

Adams Wealth Management

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Self-insurance strategies
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Charles K

Series 63

Amarillo, TX

Kitsman Investment Management

Charles Kitsman is the principal of Kitsman Investment Management in Amarillo, TX, with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his advisory work, Kitsman owns a landscape photography business and serves as president of the board for a preschool serving low-income families. Kitsman Investment Management provides asset management and advisory services to individuals, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary portfolio management, and frequently advises pension and profit-sharing plans.

Retirement plans for business owners (SEP, solo 401k)
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Bradley C

Series 63, Series 66

Amarillo, TX

Double Seven Wealth Group, LLC

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Real estate investing
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Roger R

Series 63, Series 66

Amarillo, TX

Kenai Investments, Inc.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Business succession planning Wealth management Options & derivatives strategies
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Derrick C

Series 65

Amarillo, TX

Hoyl Wealth Management, LLC

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.

Annuities
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Robert R

Series 63

Amarillo, TX

Spring Capital Management

Wealth management Long-term care insurance
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