Teresa Joelson
Christian Financial Advisors® · New Braunfels, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $218.7M across 938 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6692942 |
| Exams passed | Series 65 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | christianfinancialadvisors.com |
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Tell Teresa a little about what you're looking for. Teresa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Teresa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Christian Financial Advisors® website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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