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Our Pricing and Service Offerings

We offer three unique client relationships. Explore our pricing for each and review our FAQs.

One-Time
Financial Plan

-For self implementors and DIY minds
-Prefer not having an ongoing relationship

What you receive:
A personalized holistic financial plan
Specific financial recommendations
Actionable financial to-do's
Top areas of financial opportunities
Best areas for financial improvement
Financial confidence and peace of mind
$2,700
one-time
Let's Talk
Financial Planning
Membership

-Value ongoing financial advice and planning
-Have investable assets under $300,000

What you receive:
Everything in One-Time Financial Plan
Proactive client meetings and reviews
Unlimited as needed one on one support
Financial plan monitoring & accountability
Tangible financial progress and results
An always up to date financial plan
$100 to $225
/month
Let's Talk
Financial Planning +
Investments

-Value ongoing financial advice & planning
- Have investable assets over $300,000

What you receive:
Everything in Planning Membership
Strategic investment diversification
Actively managed and rebalanced
Use of ETF's, mutual funds, and SMA's
Growth and value style investing
Tax efficient investing strategies
See FEE CALCULATOR
FAQ#1
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FAQ's for Pricing and Service Offerings

See our most frequently asked questions regarding pricing and service offerings

FEE CALCULATOR: Financial Planning + Investments

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Managed Amount

Effective Fee

$0 to $500,000

.95%

$500,001 to $1,000,000

.90%

$1,000,001 to $2,000,000

.80%

$2,000,001 to $5,000,000

.65%

$5,000,001 to $10,000,000

.50%

$10,000,001 to $15,000,000

.42%

$15,000,001+

Ultra-High Net Worth Flat Fee

Financial Planning Membership Calculator?

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‍Minimum Monthly Fee: $100
‍Maximum Monthly Fee: $225
‍
‍Payment Frequency Options:
-
Semi-Annual (15% discount)
-
Quarterly (10% discount)
-
Monthly ( full price + $250 onboarding fee may apply)

We use your taxable income line from your most recent tax return  
Net worth = All Assets - All liabilities

Financial Planning + Investment Fee Breakdown

- We charge an annual fee for our Financial Planning + Investments, however it is billed monthly
- Each month, 1/12th your annual fee is deducted from your account/s based on your account/s size.‍‍

Which client offering is best for me?

Financial Planning + Investments (60% of clients): Perfect for those who value the same comprehensive services, have $300,000+ in investable assets and desire professional money management.

Financial Planning Membership (35% of clients): Ideal for those who value an ongoing relationship. Suitable for those with investable assets under $300,000 or who prefer to self-manage their investments.

‍One-Time Financial Plan (5% of clients): Best for self-implementers with a DIY mentality who do not want an ongoing relationship.

How do I pay for services?

Financial Planning Membership: Paid by ACH or credit/debit card.
‍
‍Financial Planning + Investments: Fees are deducted monthly directly from your investment account.

‍One-Time Financial Plan: Paid by check or ACH from a one-time invoice.

Do you have an investable asset minimum?

- A $300,000 minimum is required if you wish to pay for our services directly from your investment accounts.

- For those with less than $300,000 of investable assets, we welcome you as a Financial Planning Membership client. We can manage your money as part of your membership, with fees paid via ACH or Credit/Debit Card.

- If you have over $300,000 of investable assets but prefer not to have us manage your investments, you can opt for a Financial Planning Membership or a one-time financial plan.

Still have questions?

We are here to help.

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Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
‍


Wela Financial Advisory

366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
‍

About
Our Story
The history of Wela
Who We Are
Our core values and commitments
Our Team
Learn more about our people
What We Do
Financial Advice and Planning
honest and holistic
Investment Management
how we invest your money
Small Business 401(k) Plans
your fiduciary plan advisor
Our ProcessPricingSuccess StoriesBlog
Client Center
Schedule a Call
Let's Talk
Client Center
Ready to feel confident in your financial future?
Talk to a Wela Advisor →
Let's Talk
Quick Navigation
Meet the Wela Team
Financial Advice and Planning
Investment Management
Pricing
FAQ's
Client Center
Wela Client Portal
Right Capital
Charles Schwab
Schedule A Meeting
Compliance
Disclosures
Privacy Policy
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
‍


Wela Financial Advisory

366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
‍