Douglas Neal is a CFP-designated registered investment advisor at Neal Financial Group, L.P., based in Brenham, TX, with 42 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Neal Financial Group charges a fee for specialty planning or written financial plans. Clients pay an agreed amount of the estimated fee in advance, with the balance due upon completion of services. Hourly fees may also apply for specific services beyond the monthly agreement, such as comprehensive plan reviews or other special circumstances. The hourly fee depends on the individual providing the service.
Location
105 E Main Ste 104, Brenham, TX, 77833
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Regulatory 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
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.
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.