# Teresa Joelson

> Teresa Joelson is a fee-only financial advisor at Christian Financial Advisors® in New Braunfels, Texas. Teresa charges a percentage of assets (1% a year on the first tier of assets managed and a $400,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/teresa-joelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Christian Financial Advisors®
- **Based in:** New Braunfels, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $400,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $218.7M across 938 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6692942 (https://adviserinfo.sec.gov/individual/summary/6692942)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://christianfinancialadvisors.com

## Frequently asked questions

### Is Teresa Joelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Christian Financial Advisors® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Teresa charge for financial advice?

Teresa charges a percentage of assets.

### How much does Teresa charge?

According to Christian Financial Advisors®'s website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $400,000 asset minimum.

### Does Teresa work with clients virtually?

Yes. Christian Financial Advisors® says on its website that it works with clients remotely.

### Where is Teresa Joelson based?

Teresa Joelson is based in New Braunfels, Texas.

### What does Teresa specialize in?

Teresa's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and family wealth transfer. Teresa works with retirees and pre-retirees.

### Is Teresa Joelson registered with the SEC?

Yes. Teresa Joelson is registered as an investment adviser representative in TX (CRD 6692942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Christian Financial Advisors® manage?

Christian Financial Advisors® reports $218.7M across 938 accounts in assets under management.

### How do I contact Teresa Joelson?

Through Teresa's website, christianfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6692942): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://christianfinancialadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.