Fee-OnlyFinder

Advisers in New Braunfels, TX

8 advisers in New Braunfels — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (4)

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Christian Financial Advisors130 River Chase Way, Suite B · New Braunfels, TX 78132 · (830) 609-6986 · Financial planningCRD 165811 · % of assets, Hourly charges, Fixed fees · $218.7 million AUMSEC registeredNo commissions reportedComal Wealth Management2967 Oak Run Parkway, Suite 505 #11 · New Braunfels, TX 78132 · (830) 500-5100 · Financial planningCRD 309352 · % of assets, Fixed fees · $32.9 million AUMState registeredNo commissions reportedFirst Fidelity Wealth Management LLC913 N Academy Ave · New Braunfels, TX 78130 · (830) 643-0467 · % of assets managedCRD 339843 · % of assets · $28.0 million AUMState registeredNo commissions reportedFruit of the Vine Financial, LLC2810 Oak Run Pkwy Ste 400-D · New Braunfels, TX 78132 · (830) 282-0654 · Financial planningCRD 325004 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedOlson Wealth Management468 S. Seguin Ave., Ste. 400-B · New Braunfels, TX 78130 · (210) 860-7338 · Financial planningCRD 299426 · % of assets, Hourly charges · $17.7 million AUMState registeredNo commissions reportedPlw Financial270 River Chase Way · New Braunfels, TX 78132 · (210) 391-0414 · Financial planningCRD 291315 · % of assets, Fixed fees · $13.0 million AUMState registeredNo commissions reportedRufus Hayes Asset Management, LLC1259 TX-337 Loop #300 · New Braunfels, TX 78130 · (830) 387-4110 · % of assets managedCRD 171421 · % of assets · $20.3 million AUMState registeredNo commissions reportedSouth Texas Capital Advisors, LLC1259 TX-337 Loop #300 · New Braunfels, TX 78130 · (830) 387-4110 · % of assets managedCRD 283773 · % of assets, Performance-based fees · $167.2 million AUMSEC registeredNo commissions reported
Talking to advisers in New Braunfels? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.