J. Neel and Company

What J. Neel and Company does

J. Neel and Company is a privately held financial services firm founded in 1996 by Principal Jeff Neel (CPA), headquartered in Bellevue, Idaho with a secondary office in Boise. The firm delivers a unified suite of tax, business consulting, and investment advisory services to individuals and businesses across southern Idaho, including the Wood River Valley (Hailey, Ketchum, Sun Valley) and Treasure Valley. Service offerings span business consulting, business plan development, succession planning, QuickBooks training, financial compilation and review, tax planning, and securities and advisory services; the latter are delivered through a core affiliation with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member, permitting the firm to discuss and transact securities business with residents of 13 states.

The firm's underlying technology is light: it uses FMG Suite for website hosting and content delivery, publishes an educational resource center (articles, calculators, video library) covering retirement, investment, estate, insurance, tax, money, and lifestyle topics, and distributes LPL Research and Weekly Market Commentary through its LPL partnership. There is no proprietary platform, no AI/ML capability, no mobile app, and no public API. The service model is consultative and relationship-driven, with an initial free consultation offered at the Boise or Bellevue offices.

Revenue is generated through fee-based professional services engagements (tax planning, business consulting, succession planning, financial compilation and review) plus securities and advisory transactions processed through the LPL Financial platform. Specific pricing is not publicly disclosed and operates on a quote-based engagement model. The firm is founder-owned and dependent on Principal Jeff Neel, with 1-10 total employees. Customer segmentation is horizontal, spanning individual clients (retirement, estate, investment, tax, and insurance planning) and business clients ranging from start-ups to established companies (business plans, financial projections, business coaching, succession planning), with both segments described as primary.

Name

J. Neel and Company

Legal name

J. Neel and Company

Website

https://jneelco.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

J. Neel and Company is an Idaho-based financial services firm offering tax planning, business consulting, succession planning, and investment advisory services to individuals and businesses in southern Idaho, with securities and advisory services delivered through LPL Financial.

Ownership category

akta.pro rank

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Planning and Consulting Services: Revenue is generated through fee-based financial planning, business consulting, tax planning, and advisory services for individuals and businesses. Services include business coaching, succession planning, and financial compilation and review services.
2. Securities and Investment Advisory Services: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and FINRA/SIPC member. The firm can discuss and transact securities business with residents of AZ, CA, CO, FL, ID, IA, MT, NC, OR, UT, VT, VA, and WA.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

J. Neel and Company is a financial services firm providing business consulting (business plans, financial projections, succession planning, and QuickBooks training), ongoing business coaching and monitoring, financial compilation and review services, and tax planning for both start-up and established businesses. It also delivers securities and investment advisory services through LPL Financial for individual clients, covering retirement strategies, estate planning, investment guidance, and comprehensive tax planning from offices in Boise and Bellevue, Idaho.

Product overview

J. Neel and Company is a financial services firm offering a unified suite of professional services including business consulting (with business plans, succession planning, and QuickBooks training), financial compilation and review services, tax planning, and investment advisory services through LPL Financial. The firm serves businesses from start-ups to established companies, as well as individuals, primarily in the Boise and Bellevue, Idaho areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consulting Professional business consulting services including business plan development, financial projections, business coaching and monitoring, and succession planning for start-up to established companies across southern Idaho.
• QuickBooks Training Training service to help small businesses learn and effectively use QuickBooks accounting software as part of the firm's accounting services offering.
• Financial Compilation and Review Services Financial statement compilation and review services providing quality financial reporting for clients to support long-term relationships built on quality financial service.
• Tax Planning Tax planning services addressing ordinary income tax rates, capital gain rates, dividend taxation, estate tax, and Medicare taxes to ensure long-term growth and success for individuals and businesses navigating recent tax law changes.
• Business Coaching and Monitoring Ongoing business coaching and monitoring services to help businesses grow and succeed through continuous advisory support.
• Succession Planning Succession planning services designed to ensure a smooth transition between current owners and future owners of a business.
• Securities and Investment Advisory Services (via LPL Financial) Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor and FINRA/SIPC member, including retirement planning, investment management, and weekly market commentary for residents of AZ, CA, CO, FL, ID, IA, MT, NC, OR, UT, VT, VA, and WA.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationSecurities and Advisory services offered through LPL Financial, a Registered Investment Advisor and Member of FINRA & SIPC. J. Neel and Company operates as an associated firm of LPL Financial, providing investment advisory and securities services to clients in multiple states including AZ, CA, CO, FL, ID, IA, MT, NC, OR, UT, VT, VA, and WA. The partnership provides access to LPL Research, Weekly Market Commentary, Fiduciary Focus content, and LPL Retirement Plan Tools.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Cetera Financial Group: Independent broker-dealer network supporting thousands of financial advisors with wealth management, advisory, and planning tools — comparable to LPL Financial and competes for the same independent advisory practices.
• H&R Block: National tax preparation and financial services provider offering tax planning, small-business services, and financial products to individuals and small businesses — overlaps J. Neel's tax and small-business client base.
• Charles Schwab: Large brokerage and wealth management firm offering investment, retirement, and financial planning services through local branches and online channels — competes for the same individual and small-business clients.
• Ameriprise Financial: Large diversified financial services company with a national network of personal financial advisors offering retirement planning, investment advisory, tax strategies, and estate planning to individuals and small businesses.
• Cambridge Investment Research: Independent broker-dealer supporting a large national network of financial advisors offering financial planning, wealth management, and advisory services to individuals and small businesses.
• Avantax Wealth Management: Wealth management firm focused on financial professionals and their clients, offering tax-focused planning, investment advisory, and wealth management — strong overlap with J. Neel's integrated CPA+advisor model.
• Raymond James Financial: Major diversified financial services firm with a large network of independent financial advisors providing wealth management, retirement planning, and tax strategies to individuals and businesses.
• HD Vest Financial Services: Specialized independent broker-dealer serving tax and accounting professionals who want to offer investment and wealth management services to their clients — directly comparable to J. Neel's CPA-plus-advisor model.

Direct peers

• Edward Jones: National financial advisory firm operating through a network of local offices providing personalized financial planning, retirement, and investment services to individuals and small businesses — directly comparable service model and client focus to J. Neel and Company.

Others

• LPL Financial: Independent broker-dealer and RIA custodian/platform that J. Neel and Company is affiliated with for delivering securities and investment advisory services — an upstream enabler rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/neel-ratliff-and-company

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about J. Neel and Company