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Find Top Financial Advisors in Boerne, Texas
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Boerne, Texas, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Boerne, Texas
Boerne has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Boerne, Texas have an average of 24 years of experience.
NOTE: The list of vetted financial advisors in Boerne, Texas mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Boerne, Texas.
Qualified Financial Advisors in Boerne, Texas
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Benjamin HooperCFP®, CIMA®, RICP®, CLU®, ChFC®Comal Wealth Management2967 Oak Run ParkwayNew Braunfels, TX 78132 | 16 Years | Not Specified | $250,000 | Fee-Only |
| N/A | $500,000,000 | $250,000 | Fee-Based |
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Information on Qualified Financial Advisors in Boerne, Texas

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.
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.

We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
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