John Steiner
Welon · Montgomery, Alabama
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).
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Specialties
Who they serve
- Founders
Facts
| Firm | Welon |
|---|---|
| Based in | Montgomery, Alabama |
| Fee model | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $57.4M across 85 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL · CRD 4502413 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.welonpartners.com |
| Profile |
How John's firm compares
- Welon's average account is about $675,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about John
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.
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
- Welon 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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