Christian Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory (including ERISA 3(21) and 3(38) options), and investment consulting to individuals (including high-net-worth), trusts, estates, charitable organizations and corporate clients. The firm manages approximately $218.7 million in client assets and serves clients through a team-based model of five advisors.
The firm follows a primarily long-term, fundamentals-driven investment process supplemented by technical analysis and rebalancing as market conditions require, constructing portfolios from equities, mutual funds, and ETFs and occasionally using third‑party managers. It also implements a Biblically Responsible Investing overlay—screening potential holdings with third‑party tools such as InspireInsight and eVALUEator—and offers a tiered service model that combines ongoing management with scheduled financial planning reviews.
Distinctive features include the firm’s use of client testimonials and promotion of third‑party ratings in its advertising, practices that are uncommon among comparable team firms. In addition to retail wealth management, CFA’s explicit integration of faith-based screening in portfolio construction and its mix of retirement-plan fiduciary services and brokerage-client consulting broaden its service footprint relative to many peers.
Client services
Expertise
Demographic focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.30% annually
Up to $350 per hour for financial planning; $100 per hour for limited scope consulting services for Tier Genesis clients
Up to $500 per month, negotiable, may be waived for clients with $1,000,000 or more under management
Account minimum: $5,000
Main office
See office130 River Chase Way, Suite B
New Braunfels TX 78132
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Florida · Kansas · Missouri · Nebraska · Ohio · South Carolina · Texas · Virginia · Washington
Also doing business as
Christian Financial Advisors · Christian Investment Advisors · Christian Investment Advisors, Inc. · Cis Wealth Management Group · Robert N. Barber · Robert N. Barber D/B/A Christian Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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