Elizabeth Alamillo
Wela Financial Advisory · San Antonio, Texas
Elizabeth Alamillo is a fee-only financial advisor at Wela Financial Advisory in San Antonio, Texas. Elizabeth charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,200 a year and one-time plans from $2,700) and focuses on flat-fee planning and retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Wela Financial Advisory |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · One-time plans from $2,700 · 0.95% a year on the first tier of assets managed · A $300,000 asset minimum |
| Assets under management | $657.1M across 1,548 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7153332 |
| Exams passed | Series 63 (2019) · Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | welafa.com |
How Elizabeth's firm compares
- Ongoing planning starts at $1,200 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,700, above the Texas median of $1,575 for fee-only firms that publish prices.
- Wela Financial Advisory's average account is about $424,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Elizabeth
Is Elizabeth Alamillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Wela Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Elizabeth charge?
According to Wela Financial Advisory's website, checked October 30, 2026: ongoing planning from $1,200 a year; one-time plans from $2,700; 0.95% a year on the first tier of assets managed; a $300,000 asset minimum.
Where is Elizabeth Alamillo based?
Elizabeth Alamillo is based in San Antonio, Texas.
What does Elizabeth specialize in?
Elizabeth's specialties include flat-fee planning and retirement planning. Elizabeth works with retirees and pre-retirees.
Is Elizabeth Alamillo registered with the SEC?
Yes. Elizabeth Alamillo is registered as an investment adviser representative in TX (CRD 7153332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wela Financial Advisory manage?
Wela Financial Advisory reports $657.1M across 1,548 accounts in assets under management.
How do I contact Elizabeth Alamillo?
Through Elizabeth's website, welafa.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
- Wela Financial Advisory 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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