Benjamin Hooper, CFP®, CIMA®, RLP®

Fee-Only Fiduciary Financial Advisor Serving New Braunfels, TX

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Comal Wealth Management Benjamin Hooper, CFP®, CIMA®, RLP®
New Braunfels, TX

Serving Clients Nationwide

Fee-Only Fiduciary Financial Advisor Serving New Braunfels, TX

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Taxes

About Benjamin Hooper, CFP®, CIMA®, RLP®

Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

Benjamin Hooper founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 16 years of wealth management experience. He serves clients in the New Braunfels, TX community who are approaching retirement.

Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired.

Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community.

Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University.

He is a born-and-raised Texan and has called New Braunfels, TX home since 2018.

In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Master of Business Administration (MBA)
  • Registered Life Planner (RLP)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • Fee Only Network
  • Investments & Wealth Institute
  • Kinder Institute of Life Planning
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

New Braunfels, Texas

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. The purpose of this Zoom call is to answer your questions and ensure our expertise matches your needs. After choosing your appointment time, we ask that you take 5 minutes to zip through our pre-call questions. They help you identify goals and help us understand how we may best serve you. I look forward to speaking with you.

Offers Investment Management

Yes

About Comal Wealth Management

Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX.

We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

We offer a free Retirement Readiness Review for prospective clients.

✅ FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs.

✅ FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients.

✅ CFP® - As a Certified Financial Planner (CFP®), your advisor has undergone rigorous exams and met stringent experience and ethical requirements, demonstrating competency in all areas of personal finance, investments, insurance, and estate planning.

✅ PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients’ needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

✅ PLANNING-CENTRIC: Financial planning is an essential process to be a successful financial steward. A cohesive, comprehensive financial plan synthesizes tailored, goal-based strategies, enabling clients to make better decisions, monitor progress towards their goals, and provide long-term peace of mind.

✅ VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Education

Texas Tech University, Personal Financial Planning | Colorado State University, Master of Business Administration (M.B.A.)

Hobbies and Interests

  • Animals
  • Exercising
  • Family
  • Movies
  • Music
  • Reading
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Families
  • Gen X
  • Government Employees
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Living in Retirement
  • Military
  • Parents
  • Physicians
  • Real Estate Agents
  • Technology Professionals
  • Travel Lovers

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.