Erica Schnabel
Mountain Flower Investments & Planning · New Braunfels, Texas
Erica Schnabel is a fee-only financial advisor at Mountain Flower Investments & Planning in New Braunfels, Texas, who holds the CFA and CFP credentials. Erica charges a percentage of assets (a $500,000 asset minimum) and focuses on small business owners.
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Specialties
Facts
| Firm | Mountain Flower Investments & Planning |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $14.4M across 58 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7099199 |
| Disclosures | None reported |
| Website | mountainflowerinvest.com |
How Erica's firm compares
- Mountain Flower Investments & Planning's average account is about $248,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Erica
Is Erica Schnabel a fee-only financial advisor?
Yes. Erica Schnabel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erica's firm.
How does Erica charge for financial advice?
Erica charges a percentage of assets.
How much does Erica charge?
According to Mountain Flower Investments & Planning's website, checked October 28, 2026: a $500,000 asset minimum.
Does Erica work with clients virtually?
Yes. Mountain Flower Investments & Planning says on its website that it works with clients remotely.
Where is Erica Schnabel based?
Erica Schnabel is based in New Braunfels, Texas.
What does Erica specialize in?
Erica's specialties include small business owners.
What credentials does Erica Schnabel hold?
Erica Schnabel holds the CFA and CFP credentials.
Is Erica Schnabel registered with the SEC?
Yes. Erica Schnabel is registered as an investment adviser representative in CO and TX (CRD 7099199), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mountain Flower Investments & Planning manage?
Mountain Flower Investments & Planning reports $14.4M across 58 accounts in assets under management.
How do I contact Erica Schnabel?
Through Erica's website, mountainflowerinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
Other advisors in Texas who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mountain Flower Investments & Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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