Mary Perdue is a CFP-designated registered investment advisor at Look Both Ways Financial, LLC, based in Houston, TX, with 2 years of industry experience. Mary 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $6,400 per household, covering various financial goals and objectives.
- Limited financial advice — $300 per hour for advice on specific topics, available after the comprehensive plan or as needed.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Look Both Ways Financial, LLC
State Registrations1 state
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