Neale Financial, LLC

Overview

Neale Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. In addition to advisory services, the firm operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. The firm is not positioned as a multi-state adviser or a pension consultant, is not flagged as an active ESG investor, and is not identified as a capital allocator or related adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices