BenjaminHooper- Financial Advisor New Braunfels, TX

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About Benjamin Hooper

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.

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.

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.

See Disclosures

General Information

Firm Start Year

2020

CRD#

5679845

Firm CRD#

309352

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

CWM ADV 2A

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892396/paladinregistry-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.

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Paladin Research Report For:

Benjamin Hooper

Comal Wealth Management