Comal Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,600⁠-⁠$50,000

“For the Dreams to Action™ PLAN, CWM charges a fixed fee that ranges from $3,600 to $50,000, depending on the scope and complexity of the client’s situation.”

Quarterly fee

$600⁠-⁠$12,500/qtr

“In this case, CWM charges an annual, fixed fee for Ongoing Financial Planning & Consulting Services that are paid quarterly in advance; and range from $600 to $12,500 per quarter, depending upon the scope and complexity of the client’s situation and services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Comal Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The remainder is due upon completion of the process or delivery of the plan.”
• “The client may terminate the Agreement at any time and receive a refund of all unearned fees.”
• “For partial months of service, the fee is prorated according to the number of days CWM manages assets.”

How Comal Wealth Management’s fees compare

• Its flat or project fee of $3,600-$50,000 spans the Texas median of $3,850. 96% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in New Braunfels that publish a flat or project fee charge less.

About Comal Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

41

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$32,871,617

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309352

Website

comalwealth.com (opens in new tab)

Phone

(830) 500-5100

Can advise clients in 2 states: Louisiana, Texas

Other planners in New Braunfels that publish fees

• Christian Financial AdvisorsNew Braunfels$350/hr
• Force Acres, LLCNew Braunfels$2,000⁠-⁠$10,000, $250⁠-⁠$1,000/qtr
• Fruit of the Vine Financial, LLCNew Braunfels$300/hr, $6,000
• Konnect Health and WealthNew Braunfels$200/hr, $1,000⁠-⁠$3,500
• Vestted Wealth AdvisorsNew Braunfels$300⁠-⁠$500/hr, $10,000⁠-⁠$20,000

Compare all 9 planners in New Braunfels