Benjamin, Hooper
Comal Wealth Management
1659 State Hwy 46WSte 115 #439
New Braunfels, TX 78132
8305005100
About Comal Wealth Management
We specialize in comprehensive financial planning & investment strategies for busy professionals and retirees.
We help you save time, reduce financial stress, achieve financial freedom faster and ultimately have a secure retirement.
We intentionally limit the number of clients we work with to make sure that our clients receive the highest level of service. This gives us the ability to know our client's situation extremely well and to be available for our clients when they need us the most.
We are fee-only, which simply means that we are paid directly by our clients and do not receive a commission or fee from a third party. We are also fiduciaries, meaning that we are legally obligated to do what is in our client's best interest.
Our commitment is to truly listen to you, understand your situation, and help you navigate the ever-changing financial landscape so that you may live your best life.
We are based in New Braunfels, TX but serve clients from coast to coast by utilizing web-based technology such as Zoom, so you can work with us regardless of your location and can meet with us from the comfort of your home or office.
If you made it this far you should go ahead and schedule a complimentary consultation.
See Disclosures
General Information
Firm Start Year
2020
CRD#
5679845
Firm CRD#
309352
Years of Experience in Financial Services
15
Number of Years with Current Firm
4
Work Experience
Prior to Comal Wealth Management, I spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, I was one of the youngest advisors promoted to Wealth Manager in the company and was tasked with leading our Wealth Management offering in El Paso, TX. After 3 years, I joined the Austin, TX Wealth Management team to serve the Central Texas community.
Previously, I earned my undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, I earned my MBA from Colorado State University.
Work with the following types of clients
Retirees, Busy Professionals, Small-Business Owners, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, CLU®, CIMA®, RICP®
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Education
BS - Personal Financial Planning
Texas Tech University
08/05/2005 -05/09/2009
MBA - Business
Colorado State University
08/01/2013 -05/16/2015
Disclosures
CWM ADV 2A
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892396/financialplanners-Comal-Wealth-Management-detailed-disclosure.html
Disclaimer
Comal Wealth Management LLC ("CWM") is an Investment Adviser registered with the State of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Past performance is no guarantee of future results.