David Menard
David Menard is a registered investment advisor at The Menard Financial Group, LLC, based in Houston, TX, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 126 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Menard Financial Group offers wrap asset management services. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for these services. The firm also provides advisory services through separately managed accounts sponsored by other investment advisory firms.
Location
2603 Augusta Drive, Suite 1200, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
David owns Ole Horns, LLC for family planning, estate planning, asset protection, and family distribution purposes. He is also an investor in Teton Midstream Infrastructure Fund III, LP and CAZ Co-Investment Opportunities Fund, L.P., and a licensed insurance agent/contractor with The Life Insurance Advisory Group, LLC, spending minimal time on insurance activities.
Employment History
Current Registrations
The Menard Financial Group, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.