San Antonio Financial Advisors Since 1987.
Wela Financial Advisory is a fiduciary firm in Alamo Heights, San Antonio. Financial planning is flat-fee: $2,700 as a one-time plan or $100 to $225 per month as a membership, with no minimum balance. Investment management is 0.35% to 0.95% of assets for clients with $300,000 or more.
Personalized planning, transparent pricing, and a team built around your goals.
.png){kind=icon}
If I could rate Wela Financial Advisory 100/5, I would! I've been a client of this wonderful boutique advisory for many years.
Current Wela Client
I've been a client of this group for 30 years and have found them to be consistently highly professional and responsive to my needs.
Current Wela Client
Superior Customer Service! The BEST of the BEST! I am always treated like family!
Current Wela Client
Digital Form
1-3 Minutes
On Zoom
20 - 30 minutes
In Person or Zoom
45-60 Minutes
In Person or Zoom
45-60 Minutes
1-30 days
Our service model focuses on consistency and building long-term client relationships
We have a highly experienced team with diverse backgrounds and experiences. We have been helping and serving clients for 30 years.
NAPFA promotes high professional and ethical standards in financial planning, with a focus on Fee-Only financial advisors committed to acting in their clients' best interests.
FPA is a leading professional membership organization dedicated to supporting CERTIFIED FINANCIAL PLANNER® professionals through education, advocacy, and professional development.
Yes, if you want a fixed cost instead of a percentage of your portfolio. A one-time plan costs $2,700. An ongoing membership starts as low as $100 per month. Neither requires a minimum balance. Our third option, Financial Planning and Investment Management, is priced as a percentage of assets and is best suited for clients with $300,000 or more in assets.
Wela is a fee-only registered investment adviser. We don't sell commission-based products or earn commissions on what we recommend.
A fiduciary is legally required to act in your best interest, not just recommend investments or products that may earn them commissions or kickbacks. Every advisor at Wela is a Fiduciary and a CFP®, CERTIFIED FINANCIAL PLANNER.
Yes. The Financial Planning Membership runs from $100 to $225 based on your income and net worth. The same planning team, same six-month reviews, same support as larger-portfolio clients.
No. Our pricing tiers are flat monthly, flat one-time, or asset-based. Never hourly, so there's no incentive to drag out a conversation.
