Esmond Pabilona
Wela Financial Advisory · San Antonio;, Texas
Esmond Pabilona is a fee-only financial advisor at Wela Financial Advisory in San Antonio;, Texas, who holds the CFP credential. Esmond 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6140457 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | welafa.com |
| Profile |
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Questions about Esmond
Is Esmond Pabilona a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Esmond 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 Esmond charge for financial advice?
Esmond charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Esmond 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 Esmond Pabilona based?
Esmond Pabilona is based in San Antonio;, Texas.
What does Esmond specialize in?
Esmond's specialties include flat-fee planning and retirement planning. Esmond works with retirees and pre-retirees.
What credentials does Esmond Pabilona hold?
Esmond Pabilona holds the CFP credential.
Is Esmond Pabilona registered with the SEC?
Yes. Esmond Pabilona is registered as an investment adviser representative in TX (CRD 6140457), 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 Esmond Pabilona?
Through Esmond'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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