Benjamin Hooper, CFP®, CIMA®, RLP®
Fee-Only Fiduciary Financial Advisor Serving New Braunfels, TX
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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 boutique wealth management firm focused on helping people nearing or in retirement make confident, coordinated financial decisions.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 17 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 ®
- 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
- Investments & Wealth Institute
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 boutique wealth management firm focused on helping people nearing or in retirement make confident, coordinated financial decisions.We bring together investment management, retirement income planning, and proactive tax strategy to help clients answer some of retirement’s most important questions: Am I on track? How should I create income? Can my portfolio be improved? Am I missing opportunities to reduce taxes?
We serve clients who value a personal relationship, thoughtful guidance, and a long-term planning process designed to adapt as life changes. Our work is especially focused on retirees and pre-retirees who prefer to delegate portfolio oversight and want a trusted advisor helping coordinate the moving pieces of their financial life.
At Comal Wealth, our goal is simple: to help clients retire successfully and enjoy the life they have worked hard to build.
For prospective clients, we offer a Free Retirement Readiness Review™ designed to answer three important questions:
1) Are you on track to retire successfully?
2) Are you missing opportunities to reduce taxes?
3) Can your portfolio be improved?
✅ 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
SEC Lookup
View DisclosureWho 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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
