Donald Wellings
Strategic Advisory Services · Houston, Texas
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.
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Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $184.9M across 412 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6785796 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.askstrategicadvisory.com |
| Profile |
How Donald's firm compares
- Strategic Advisory Services's average account is about $449,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Donald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Strategic Advisory Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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