Wela Financial Advisory fees
Financial planner in San Antonio, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 23, 2026, Wela Financial Advisory (San Antonio, TX) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change.
- Hourly rate
- $250/hr
Above the San Antonio median of $238; 5 of the 9 other planners in San Antonio that publish an hourly rate charge less. Matches the Texas median of $250; 28% of the 266 other planners in Texas charge less.
“Our hourly rate is $250.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 9 employees
How Wela Financial Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In this case, the payment is due upon receipt of the invoice.”
- “Our sub-advisory arrangements are billed by Wela, who pays the sub-advisor for their separate fee, which is disclosed in the fee agreement.”
- “These processes may include billing either monthly or quarterly, and either in advance or in arrears.”
About Wela Financial Advisory
“We are a fee-only registered investment adviser providing investment management and financial planning services, located in San Antonio, Texas, specializing in proactive investment advisory and planning services for investors.”
- Founded: 1995 (31 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 437
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $657 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 24, 2026
- CRD number
- 126266 (opens in new tab)
- Phone
- (210) 530-9599
Registered or notice filed in 3 states: Colorado, Georgia, Texas
Other planners in San Antonio that publish fees
- Carr Consulting P.A.San AntonioFlat $200-$600
- Lifetime Financial Planners LLCSan AntonioFlat $1,000-$10,000, Monthly $417-$2,500/mo
- Conceptum StrategiesSan AntonioHourly $150-$300/hr, Flat $500-$5,000
- Magister WealthSan AntonioHourly $100-$200/hr
- Chris Reddick Financial PlanningSan AntonioHourly $250/hr, Flat from $3,000
- Janus Financial Planning, LLCSan AntonioHourly $200/hr, Flat $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.