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
105 E Main Ste 104, Brenham, TX, 77833
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
Marie operates under the DBA Neal Financial Group and is a registered investment advisor with Neal Financial Group, L.P. She also assists with secretarial work at her husband's medical office, dedicating about 10-20% of her time, and acts in a fiduciary capacity for the Cynthia Strausberger Trust, dedicating a few hours per week.