Cyndi Najar
Cyndi Najar is a CFP-designated registered investment advisor at Lafargue Financial Group, INC., based in Springdale, AR, with 4 years of industry experience. Cyndi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 159 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Maximum annual fee is 2.8% of assets under management, with specific rates outlined in your co-advisory agreement. Example provided in brochure shows a 1.80% annual fee split (1.0% to LaFargue Financial Group, 0.80% to third-party manager).
Fee Estimator
Location
Springdale, AR
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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
Cyndi is the sole owner of LFG: Special Needs Planning Division, helping families with special needs by creating life maps and education plans. Since Cyndi is a licensed life and health insurance agent, she can assist families with those needs as well, dedicating about a quarter of her time to this endeavor.
Employment History
Current Registrations
Lafargue Financial Group, 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
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