# Neal Financial Group, L.P.

> Neal Financial Group, L.P. is a state-registered investment advisory firm in Tomball, TX, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated August 16, 2023.

- CRD: 124112
- Filed as: NEAL FINANCIAL GROUP, L.P.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tomball, TX
- Filing period: October 2026
- Form ADV filing dated: August 16, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124112
- AdvisorCensus page: https://advisorcensus.com/firm/neal-financial-group-l-p-tomball-tx-124112

## Quick answers

**How is Neal Financial Group, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Neal Financial Group, L.P. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Neal Financial Group, L.P. located?**
Neal Financial Group, L.P.'s principal office is in Tomball, TX, according to its Form ADV.

**Is Neal Financial Group, L.P. registered with the SEC or a state?**
Neal Financial Group, L.P. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124112.

**Does Neal Financial Group, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124112

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nealfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Neal Financial Group, L.P. (CRD 124112): Form ADV filing data as of October 2026.