We offer three unique client relationships. Explore our pricing for each and review our FAQs.
-For self implementors and DIY minds
-Prefer not having an ongoing relationship
-Value ongoing financial advice and planning
-Have investable assets under $300,000
-Value ongoing financial advice & planning
- Have investable assets over $300,000
See our most frequently asked questions regarding pricing and service offerings
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
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
- 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.
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.
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.
- 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.
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
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