Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services 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.
He offers a free Retirement Readiness Review for prospective clients.
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.
General Information |
| Firm Start Year: | 2020 | |
| Number of Years with Current Firm: | 5 |
| 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 |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Video Conference |
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 - Lubbock, TX 08/05/2005-05/09/2009 |
| MBA - Business | Colorado State University - Fort Collins, CO 08/01/2013-05/16/2015 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. CWM ADV 2A |
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Additional Detailed Disclosures |
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. |
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
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
| New Braunfels | San Antonio |
| Selma | Schertz |
| Canyon Lake | Spring Branch |
| Bulverde | San Marcos |
| Wimberley | Kyle |
| Buda | Austin |
| Vintage Oaks | |
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