# Donald Wellings

> Donald Wellings is a fee-only financial advisor at Strategic Advisory Services in Houston, Texas. Strategic Advisory Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-wellings/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Advisory Services
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $184.9M across 412 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6785796 (https://adviserinfo.sec.gov/individual/summary/6785796)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.askstrategicadvisory.com

## Frequently asked questions

### Is Donald Wellings a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Strategic Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Strategic Advisory Services, reports charging a percentage of assets on its SEC Form ADV.

### How much does Donald charge?

According to Strategic Advisory Services's website, checked October 30, 2026: a $250,000 asset minimum.

### Where is Donald Wellings based?

Donald Wellings is based in Houston, Texas.

### Is Donald Wellings registered with the SEC?

Yes. Donald Wellings is registered as an investment adviser representative in TX (CRD 6785796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Advisory Services manage?

Strategic Advisory Services reports $184.9M across 412 accounts in assets under management.

### How do I contact Donald Wellings?

Through Donald's website, www.askstrategicadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6785796): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.askstrategicadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.