This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2020
- Office Locations
- 1
Office Locations
About Comal Wealth Management
Comal Wealth Management is a fiduciary retirement-focused advisory firm in New Braunfels, TX led by CFP Benjamin Hooper. The practice serves pre-retirees and retirees (often with $1M+ saved) seeking an actionable financial life plan, ongoing investment guidance, and risk management, with an emphasis on tax-aware decisions and retirement income readiness. Its structured “Retirement Readiness Review” process and national media mentions (e.g., Forbes/Yahoo Finance) are notable.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN SCOTT HOOPER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5679845
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,871,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,871,617 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing