Firm
Welon
Montgomery, Alabama
Fee-only
Welon at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 4 employees and 44 individual clients.
- Its average account is about $675,000 (assets it manages divided by its 85 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Montgomery, Alabama |
|---|---|
| Website | welonpartners.com |
| Phone | (334) 258-2850 |
Welon fees
Welon doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $57 million |
| Individual clients | 44 |
| Accounts managed | 85 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 297322 |