Firm
Wela Financial Advisory
San Antonio, Texas
Fee-only
Wela Financial Advisory at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 9 employees and 437 individual clients, 52 of them high net worth.
- Its average account is about $424,000 (assets it manages divided by its 1,548 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | welafa.com |
| Phone | (210) 530-9599 |
Wela Financial Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $2,700 |
| Asset-based fee | 0.95% a year on the first tier of assets |
| Account minimum | $300,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Minimum Monthly Fee : $100" source
"A one-time plan costs $2,700." source
"$0 to $500,000 .95%" source
"A $300,000 minimum is required if you wish to pay for our services directly from your investment accounts." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $657 million |
| Individual clients | 385 |
| High-net-worth clients | 52 |
| Accounts managed | 1,548 |
| Employees | 9 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-72638) |
| Financial planning | Offered |
| Form ADV filed | July 24, 2026 |
| SEC record | CRD 126266 |