Financial
Planning
San Antonio Fiduciary Advisors. Transparent Fees.
Lower-than-industry-average fees.
97% client retention rate and 93% satisfaction in 2024*
See why San Antonio families choose Wela.
The testimonial parties have not received compensation or benefits for their testimonials. The services described may not reflect everyone’s experience. Testimonials, rankings, or recognition are not endorsements of Wela Financial Advisory.
Feel confident you’re making the right money decisions.
With Wela's flat-fee and membership options, you’ll get objective wealth management advice you can trust. We’ll create a personalized financial roadmap tailored to all aspects of your life, not just retirement.
WELA WEALTH PRICING
Affordable Financial Plans
Our plans are straightforward, and our fees are intentionally lower than the national advisory firm average.*
WEALTH STARTER
For high earners looking to kickstart their wealth but are not ready to commit.
Flat Fee Financial Plan
$2,700 /one-time
WEALTH NAVIGATOR
For those who understand that wealth is not a destination—it's a journey.
Monthly Membership
Starts at $100 /month*
WEALTH concierge
For those with $300K or more in
investable assets.
Annual Membership
Starts at $225 /month*
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.
*Cost of traditional advisory firms sourced from The Kitces Report, Volume 2, 2022, Figure 61. Distribution Of Typical Annual Retainer Fee.
Wela Financial Advisory