The Menard Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$329,332,554
Clients
127
Advisors
2
of 3 employees
About
The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting to individual and high‑net‑worth clients as well as institutional plan sponsors. The firm delivers portfolio management primarily through a sponsored wrap fee program and also offers standalone planning and consulting engagements.
Portfolios are managed using a mix of fundamental, technical, quantitative and sector analysis and constructed with asset‑allocation, duration management, and both long‑ and short‑term trading strategies. The firm uses separately managed accounts and discloses the use of margin, options and other derivatives in client accounts where appropriate, and it conducts periodic rebalancing and manager due diligence.
Noteworthy features relative to peers include an unusually high level of assets per advisor (roughly $335 million across two advisors) and the firm’s role as a wrap fee program sponsor. The firm is also affiliated with an insurance business and offers fee‑based and fee‑only variable annuity management through a third‑party annuity custodian, with insurance sales by firm-affiliated agents disclosed as potential conflicts.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting generally range from $600 to $15,000; flat fees will not exceed $150,000.
Hourly fees for financial planning and consulting, maximum $400 per hour.
Account minimum: $100,000 Minimum fee: Minimum retainer of 25% of the ultimate financial planning or consulting fee; financial planning flat fees generally range from $600 to $15,000, with flat fees not exceeding $150,000; written financial plans generally assessed a minimum fee of $600. Fee-only: Financial planning and consulting charged on an hourly or flat fee basis; maximum hourly fee up to $400; flat fees generally $600 to $15,000.
Main office
2603 Augusta Drive, Suite 1200
Houston TX 77057
Advisors at this office
2
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stephen S
Series 63, Series 65
Houston, TX
The Menard Financial Group, LLC
Stephen Scott is a financial advisor at The Menard Financial Group, LLC with 32 years of industry experience. He has held positions at Eagle Strategies (NY Life) for 19 years before joining his current firm in 2021. Scott holds Series 63 and Series 65 designations and is also a licensed insurance agent in Texas. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth clients, and institutional plan sponsors. The firm manages portfolios using a combination of fundamental, technical, and quantitative analysis, employing various strategies including separately managed accounts and derivative instruments where appropriate.
David M
Series 63, Series 65
Houston, TX
The Menard Financial Group, LLC
David Menard is a financial advisor with The Menard Financial Group, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to founding his current firm in 2018, he worked at Eagle Strategies, LLC and Nylife Securities Inc., with a career beginning at New York Life Insurance Company. Outside of advisory work, he is involved in private equity investments and operates a family estate planning entity. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, employing a range of strategies including asset allocation, duration management, and derivatives, primarily through a sponsored wrap fee program.
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