DN
CFP

Douglas Glenn Neal

42 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$500 - $3,500
Hourly Rate:$85 - $250/hr

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
Retirement PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

105 E Main Ste 104, Brenham, TX, 77833

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is involved in several businesses, including insurance-related activities through Remington Insurance Group and Neal Financial Group, spending about 10-20% of his time selling fixed insurance and health products. He also provides financial planning and consulting services through Neal Financial Group LP and owns Neal Wealth Properties LLC for real estate rental.

Employment History
Current Registrations
Neal Financial Group, L.P.
March 2003 - Present · 22 yrs 10 mos
LPL Financial LLC
February 2001 - Present · 24 yrs 11 mos
LPL Financial LLC
February 2001 - Present · 24 yrs 11 mos
LPL Financial LLC Broker
February 2001 - Present · 24 yrs 11 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
June 1983 - February 2001 · 17 yrs 8 mos
State Registrations18 states
AZCAFLGAIDILLAMAMNMONVNYOHOKORSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Douglas Glenn Neal - Financial Advisor | AdvisorDiscover