Benjamin Hooper, CFP®, CIMA®, RLP®
Fee-Only Fiduciary Financial Advisor Serving New Braunfels, TX
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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®
I help you retire successfully. Let’s talk about what that means to you.I’m Benjamin Hooper, CFP®, founder of Comal Wealth Management in New Braunfels, Texas. I help established professionals and people approaching retirement coordinate retirement income, proactive tax planning, and investment management.
I intentionally limit the number of families I serve so you have direct access to me, proactive guidance, and time for the decisions that matter. My practice is best suited for households with $1.5 million or more in investable assets.
Start with a 15-minute introductory call. From there, our Wealth Strategy Review explores your goals, your financial picture, and what you want your wealth to make possible.
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
Primary Location
2967 oak run parkway
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
A 15-minute conversation focused on you. We’ll discuss what brought you here, answer your initial questions, and determine whether my approach fits your needs. There’s no need to gather financial documents. If we decide to continue, the next step is a Discovery Meeting to explore your goals and financial picture as part of our Wealth Strategy Review. Click “Book Intro Call” to get started.Offers Investment Management
Yes
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
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