Welon Partners fees
Financial planner in Montgomery, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Welon Partners (Montgomery, AL) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Alabama median is $266.
“Financial Planning or Investment advisory fees may be offered at an hourly rate of up to $400 per hour.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab), CPA, and CFA
- Team size
- 4 employees
- Registered since
- 2019 (7 years)
How Welon Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If such accounts are billed, they will be subject to the maximum fee outlined in the “standard fee” schedule below.”
- “These fees may be reduced at the discretion of management on a case-by-case basis. Due to their added complexity and reporting requirements, assets held in trust will be billed on a modified fee schedule.”
- “Within 30 days, we will mail a check to the address of record containing the unused portion of prepaid fees (assessed based on the number of trading days remaining in the period).”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 44
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $57.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 14, 2026
- CRD number
- 297322 (opens in new tab)
- Phone
- (334) 258-2850
Other planners in Montgomery that publish fees
- ERS Capital Management LLCMontgomeryHourly up to $200/hr
- Goldsmith Martin Wealth StrategyMontgomeryHourly $150/hr
More planners in Alabama that publish fees
- BCR Wealth StrategiesVestaviaHourly up to $500/hr, Flat $1,500-$10,000
- The Welch Group, LLCBirminghamFlat $3,500-$35,000
- Cornerstone Investment Management and Consulting, LLCDaphneHourly $285/hr
- Money Management Services IncBirminghamFlat $500-$10,000
- Tennessee Valley Investment ManagementHuntsvilleHourly $200/hr
- Zora FinancialBirminghamAnnual $3,600/yr
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.