San Antonio Financial Advisors Since 1987.
Wela Financial Advisory works out of an office in Alamo Heights offering Financial Planning Membership starting as low as $100 per month or ongoing Investment Management for clients with $300,000 or more invested.
Personalized planning, transparent pricing, and a team built around your goals.
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 buildint long-term client relationships
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 must act in your best interest, not just recommend investments or products that may ear cpmissions or kickbacks. . Every advisor at Wela is a fiduciary and a CFP® professional.
Yes. The Financial Planning Membership costs $100 to $225 a month based on your income and net worth. Same planning team, same six-month reviews, same support as larger-portfolio clients. Semi-annual payment gets a 15% discount; quarterly gets 10% off.
No. Every tier is flat monthly, flat one-time, or asset-based. Never hourly, so there's no incentive to drag out a conversation.
Assets under management 2
Client Retention Rate 1
Amazing Team Members
Years serving clients
Customer Satisfaction 3
1 - previous twelve month rolling period
2 - as of January 2026
3 - 2024 client satisfaction survey
We have a highly experienced team with diverse backgrounds and experiences. We have been helping and serving clients for 30 years.
