Laura Neal is a CFP-designated registered investment advisor at Woodward Financial Advisors, INC., based in Tyler, TX, with 8 years of industry experience. Laura 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, High Net Worth, and 4 more. Their firm serves 203 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
For clients with assets under management below $1,000,000, the minimum quarterly advisory fee is $2,500.
Fee Estimator
Location
Tyler, TX
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 →Employment History
Current Registrations
Woodward Financial Advisors, INC.
Previous Registrations
Pembroke Advisors, INC.
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.
Exams
More Advisors
- Joshua Roberts, CFPKestra Advisory Services, LLC
- Allen Gibson, ChFCGibson Wealth Advisors, LLC
- Jamison Bays, CFP
- Benjamin Dean, CFPDean Wealth Management, LLC
- Lindsay Strange, CFP
- Chad Williams, CFPAmeriprise Financial Services, LLC