Comal Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Comal Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high‑net‑worth individuals, and families. The firm also accepts engagements to manage certain retirement plan accounts and offers advisory oversight of annuity contracts in addition to producing periodic educational content such as newsletters and market commentary.
The firm generally emphasizes a passive, long‑term investment approach built with mutual funds and ETFs, while tailoring portfolios with individual securities, alternative assets, or tactical adjustments when client objectives require. Clients grant the firm discretionary authority to implement portfolio decisions, and the firm directs custody and trade execution through a single qualified custodian it has selected.
Noteworthy aspects include a formal annuity advisory service that reviews and monitors annuity contracts without acting as the insurance agent or receiving commissions, and an explicit disclosure that the firm uses third‑party lead‑generation services. The principal also operates a separate financial software business and the firm states that this activity is managed so it does not interfere with advisory duties.
Client services
Expertise
Fee options
Financial planning fees $1,000 to $50,000 fixed fee; ongoing planning fees $600 to $12,500 per quarter fixed fee
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $3,999,999: 1.00% $4,000,000+: Negotiable, with default of 1.00%
Account minimum: $1,000,000 Minimum fee: Financial Planning fixed fees range from $1,000 to $50,000; initial deposit $1,200 for Dreams to Action™ PLAN Fee-only: Yes, firm is fee-only; no commissions or transaction-based compensation received
Main office
2967 Oak Run Parkway, Suite 505 #11
New Braunfels TX 78132
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Comal Wealth Management · Comal Wealth Management LLC
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.
Forms ADV
Quick links
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