Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Neal Financial Group offers financial planning services with fees ranging from $500 for college funding planning to $3,500 for a consolidated portfolio view. Personal plans are $2,000. Comprehensive plans and business profiles are contingent/negotiable. Hourly fees range from $85 to $250, depending on the individual providing the service. Clients may implement recommendations through any brokerage firm, including LPL Financial, where associated persons may receive commissions.
Areas of Practice
Advisor Information
Office location
19710 Fm 2920 Rd, Tomball, TX, 77377
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed life insurance and annuities, dedicating about 10% of his time to this activity. He is also a FINRA arbitrator, spending minimal time on this role.