Benjamin Hooper

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About Benjamin Hooper

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.

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 Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

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^®, CIMA^®, ChFC^®, CLU^®, RICP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

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:

Comal Wealth Management