Marie Navarre
Marie Navarre is a CFP-designated registered investment advisor at Neal Financial Group, L.P., based in Houston, TX, with 28 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Specialty planning services and written financial plans — Fees are charged based on an agreed-upon estimate for services including asset allocation, asset protection, college funding, retirement planning, estate planning, and comprehensive financial plans, with a portion paid in advance and the balance due upon completion.
- Hourly consulting — Charged at negotiated rates depending on the professional providing the service, typically payable upon completion of each session.
Location
1770 St. James Place, Suite 360, Houston, TX, 77056
Get directionsHistory
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
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.
Employment History
Current Registrations
Neal Financial Group, L.P.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.
Exams
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