user avatar

Dustin Daniel Mundorf

Advisor at Brookstone Capital Management LLC — New Braunfels, TX

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

New Braunfels, TX 78130

Brookstone Capital Management LLC logo

Brookstone Capital Management LLC

Enterprise

Total advisors

333

Across 206 offices

Clients per advisor

165 Very High

Avg AUM per client

$231,028 Low

HNW client ratio

9% Low

About

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. His outside business activities include administration and insurance sales through Dustin Mundorf, Inc. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies, while also acting as a sub-advisor and partnering with affiliated asset management firms.

Client services

Based on Brookstone Capital Management LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Capital Management LLC

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Brookstone Capital Management LLC

Executive Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.

Percentage

Negotiable up to 2.5% annually total (combined BCM and IAR/Outside RIA fees). BCM portion up to 0.95%, IAR/Outside RIA portion up to 1.55%

Commissions

Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.

Project-based

Up to $350 per hour for financial planning services, billed in six-minute increments.

Other

Account minimum: $5,000 to $100,000 (typical range; accounts below minimum may be accepted at discretion) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000 or more, all negotiable.

Location

See office

New Braunfels, TX

1067 Fm 306, Suite 301

New Braunfels TX 78130

Advisors at this office

1

Most active in

Texas

Work history

13 years of industry experience

Dustin Mundorf, Inc.

2008 - Present • 18 years

San Marcos, TX

Independent insurance agent

2002 - Present • 24 years

San Marcos, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael R

Series 66

New Braunfels, TX

Russell Advisory Group, Inc

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner

Kevin F

CFP®

New Braunfels, TX

Force Acres, LLC

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Military & Veterans Gen X (Born 1965-1980)

Della S

CFP®, CIMA®, RICP®, EA

New Braunfels, TX

Fruit of the Vine Financial, LLC

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
user avatar

James M

Series 63, Series 66

New Braunfels, TX

South Texas Capital Advisors, LLC

James Mahan is a financial advisor at South Texas Capital Advisors, LLC in New Braunfels, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, J.P. Morgan Securities, and Merrill. Outside of his advisory role, he serves as managing member of NB Capital LLC and is involved in other business activities including managing a real estate development company in New Braunfels. South Texas Capital Advisors is an independent registered investment adviser providing discretionary asset management and portfolio services to individuals, high net worth clients, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis, generally pursuing long-term purchase strategies alongside periodic rebalancing and reviews, managing approximately $167.2 million in client assets.

Wealth management Passive / index investing Active portfolio management
user avatar

John H

Series 66

New Braunfels, TX

JW Hall Financial LLC

John Hall is the sole advisor at JW Hall Financial LLC in New Braunfels, TX, with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he was employed at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary portfolio management using both passive and active strategies informed by modern portfolio theory and technical analysis, operating primarily through remote communication.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Elden C

Series 65, Series 63

New Braunfels, TX

Vestted Wealth Advisors

Elden Charles is an advisor at Vestted Wealth Advisors in New Braunfels, Texas, holding Series 63 and Series 65 licenses. He has worked with Vestted, LLC since 2025 and has prior experience with Lionchase Holdings and Lionchase North America dating back to 2015. Vestted, LLC is a Texas-based independent investment adviser serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, along with specialized services for institutional clients and private equity sponsors.

Wealth management Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)