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Intentional Living FP
- Questions
- Strategy
- Holistic
“They help you to understand what is really important to you in life, set goals for yourself, and then guide your financial decision making to align with those goals.”
Best Financial Advisors in New Braunfels, TX
24 firms listed · 20 in New Braunfels · 4 open weekends · 11 rated 4.5+ · 4 show a license
Data verified October 15, 2026
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Oakwell Private Wealth Management
- Knowledge
“I had the pleasure of working with Jacob Yaklin at Oakwell Private Wealth Management, and I cannot express enough how satisfied I am with his exceptional service and expertise.”
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Mullins Michael L CPA
“He is the best CPA in New Braunfels He is very reliable and does quality work”
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Frost Investment Services
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Fruit of the Vine Financial
“My experience working with Fruit of the Vine was fantastic.”
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Turnage Wealth Management
“Trusted management team.”
The 24 firms listed for New Braunfels, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: New Braunfels, TX
Of the 24 firms we list here, 20 are in New Braunfels itself and 4 come from Seguin (2, 13 mi) and San Antonio (1, 29 mi). 14 of the firms on this page have a rating, from 1.0 to 5.0 across 60 reviews; 11 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax planning (3), back taxes owed (2), bankruptcy (2), buy quickbooks and save (2) and cash flow management (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. 16 have ten or more years of experience, the longest 30 years. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for New Braunfels take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Griffin Asset Management
“Extremely personable, very knowledgeable and always offers options for you to pick from.”
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James Mahan- South Texas Wealth Management
“Thanks !”
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Providence Wealth Management
“I'm also aware that he is a Deacon in his church and is well know for having impeccable moral character, which is extremely important for someone handling your money.”
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Hoffmann Financial Services
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David G Barr CPA
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Vol Forrest McGlothlin, CPA
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Safe Tree Retirement Services
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Olson Wealth Management
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Sather Financial Group
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Intentional Legacy FP
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Schumann and Buck Financial Services
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Horizon Wealth Strategies
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Texas Financial Advisory
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4life Wealth Advisors
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AXA Advisors
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Mycue & Brown CPA
“It's a good feeling to know that I have a reliable and professional CPA and will continue to utilize their services and highly recommend to anyone looking for a CPA.”
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FPJ CPA
- Tax Return
- Knowledge
- System
“He has consistently exceeded expectations in not only filing, but in tax planning and strategizing for the best possible outcomes in lowering my tax liability.”
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Anderson Financial Solutions
“Rob and Abby are both very knowledgeable and helpful when it comes to investing.”
Retirement Planning and Investment Management Services in New Braunfels, TX Cost Estimates
Minimum cost
$1148
Maximum cost
$9751
National Average
$3442
Avg Per Hour Rates
$345
$2295
$6310
Typical price range is based on 335 cost profiles
Why these companies made our list
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