Wela Financial Advisory: Financial Planning & Investment Management

for working professionals
for pre-retirees
for retirees
for widows/widowers

San Antonio Financial Advisors Since 1987.

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Flat-Fee Financial Advice in San Antonio

Wela Financial Advisory is a fiduciary firm in Alamo Heights, San Antonio. Financial planning is flat-fee: $2,700 as a one-time plan or $100 to $225 per month as a membership, with no minimum balance. Investment management is 0.35% to 0.95% of assets for clients with $300,000 or more.

See Pricing

A More Thoughtful Client Experience

Personalized planning, transparent pricing, and a team built around your goals.

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Fiduciary Advisors

By law, we're required to act in your best interest, not just recommend products.
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Fair and Transparent Pricing

Intentionally lower fees designed to align with your long-term success.
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A Plan That Evolves With You

Every six months we check in and adjust your plan. Once a year, we go deeper as your life changes.
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One Coordinated Team

You're not handed off to a call center. The same advisors stay with you for the life of the relationship.

Financial Plans for Where You Are in Life

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Retire in 10 Years

Are you saving enough? We help you balance today’s expenses with retirement savings, manage investments, and plan for taxes.
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Retire in 5 Years

Can you afford to retire when you want? We help you check the numbers, plan for healthcare costs, and Social Security timing.
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Already Retired

How much can you comfortably spend? We help you manage withdrawals, taxes, and investments so your money supports your retirement.
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Widows & Widowers

What needs attention now, and what can wait? We help you sort through accounts, survivor benefits, and income needs with compassion, and at your pace.

Client Reviews

5-Star Average Google Rating
54 Reviews as of September 2026

If I could rate Wela Financial Advisory 100/5, I would! I've been a client of this wonderful boutique advisory for many years.

Michele brinkley

Current Wela Client

I've been a client of this group for 30 years and have found them to be consistently highly professional and responsive to my needs.

Mary Ann Spears-Howell

Current Wela Client

Superior Customer Service! The BEST of the BEST! I am always treated like family!

Michael Shindle

Current Wela Client


The Google reviews shown are favorable reviews selected by Wela Financial Advisory. They are not a complete or representative sample of all reviews or client experiences, which may vary. Neither Google nor any reviewer received cash or non-cash compensation in connection with the rating, the displayed reviews, or Wela’s use of them.
View All Google Reviews

Our Process

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Digital Form
1-3 Minutes

Let's Talk

  • Answer a few simple questions from our Let's Talk Form
  • Self schedule a preliminary chat
Let's Talk
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On Zoom
20 - 30 minutes

Preliminary Chat

  • Answer your initial questions
  • Confirm your top reasons for seeking guidance
  • Explain our straightforward process
  • Discuss the next steps in working together
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In Person or Zoom
45-60 Minutes

Discovery Meeting

  • Know your financial goals, pain points, and behaviors
  • Collect all financial and emotional data to build your financial plan
  • Review our service offerings, pricing, and next steps
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In Person or Zoom
45-60 Minutes

Plan Presentation

  • Present your personal financial plan and our recommendations
  • Review top financial strengths, weaknesses, and opportunities
  • Offer our proposal for how we can best partner together
  • Take your time deciding if you want to work with us
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1-30 days

You're a Wela Client

  • Signing Party and Official Onboarding Meeting
  • Deliver the resources needed for a successful partnership
  • Feel welcomed, informed, educated, and excited
  • Have confidence in what to expect going forward

Ongoing Client Service

Our service model focuses on consistency and building long-term client relationships

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90-Day Review

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Six-Month Check-Ins

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Annual Reviews

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Unlimited Support

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Education

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Engagement

FAQs

Is a Flat-Fee Financial Advisor Right for You?

Yes, if you want a fixed cost instead of a percentage of your portfolio. A one-time plan costs $2,700. An ongoing membership starts as low as $100 per month. Neither requires a minimum balance. Our third option, Financial Planning and Investment Management, is priced as a percentage of assets and is best suited for clients with $300,000 or more in assets.

Are You Fee-Only or Fee-Based?

Wela is a fee-only registered investment adviser. We don't sell commission-based products or earn commissions on what we recommend.

What Does Fiduciary Actually Mean?

A fiduciary is legally required to act in your best interest, not just recommend investments or products that may earn them commissions or kickbacks. Every advisor at Wela is a Fiduciary and a CFP®, CERTIFIED FINANCIAL PLANNER.

Is Wela Affordable Without a Large Portfolio?

Yes. The Financial Planning Membership runs from $100 to $225 based on your income and net worth. The same planning team, same six-month reviews, same support as larger-portfolio clients.

Does Wela Charge By the Hour?

No. Our pricing tiers are flat monthly, flat one-time, or asset-based. Never hourly, so there's no incentive to drag out a conversation.

View all of our frequently asked questions

Not sure what fits you?

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Wela At a Glance

Assets under management 1

$653M

Client Retention Rate 2

97%

Amazing Team Members

8

Years Serving Clients

30+

Client Satisfaction 3

93%

1 - as of January 2026
2 - previous twelve month rolling period
3 - 2024 client satisfaction survey

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Meet the Team

We have a highly experienced team with diverse backgrounds and experiences. We have been helping and serving clients for 30 years.

Read the Bios

Ready to experience financial confidence and peace of mind?
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Compliance
Disclosures
Privacy Policy
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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