Neal Financial Group, L.P.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Neal Financial Group, LP provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, insurance companies, and other business entities. They offer financial planning services, including specialty planning and written financial plans, tailored to clients' financial circumstances and objectives. Hourly fees are also available for specific services.
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
Location
19710 Fm 2920 Rd, Tomball, TX, 77377