# John Steiner

> John Steiner is a fee-only financial advisor at Welon in Montgomery, Alabama, who holds the CFA credential. John charges a percentage of assets and hourly fees and focuses on estate & legacy planning, tax planning and founders (pre-exit).

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

## Facts

- **Firm:** Welon
- **Based in:** Montgomery, Alabama
- **Fee model:** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $57.4M across 85 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 4502413 (https://adviserinfo.sec.gov/individual/summary/4502413)
- **SEC registration:** Investment adviser representative in AL
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.welonpartners.com

## Frequently asked questions

### Is John Steiner a fee-only financial advisor?

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

### How does John charge for financial advice?

John charges a percentage of assets and hourly fees.

### Where is John Steiner based?

John Steiner is based in Montgomery, Alabama.

### What does John specialize in?

John's specialties include estate & legacy planning, tax planning and founders (pre-exit). John works with founders.

### What credentials does John Steiner hold?

John Steiner holds the CFA credential.

### Is John Steiner registered with the SEC?

Yes. John Steiner is registered as an investment adviser representative in AL (CRD 4502413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Welon manage?

Welon reports $57.4M across 85 accounts in assets under management.

### How do I contact John Steiner?

Through John's website, www.welonpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4502413): 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.welon.com/wealth): 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.