FINANCES FOR
Medical Professionals & Practice Owners
In San Antonio and beyond.
97% client retention rate and 93% satisfaction in 2024*
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.
WELA WEALTH PLANS
Modern Financial Plans for Medical Professionals
Our plans are straightforward, and our fees are lower than the national advisory firm average.*
WEALTH check-up
For those high earners looking to kickstart their wealth but are not ready to commit.
One-time Financial Plan
$2,700 /one-time
WEALTH NAVIGATOR
For those who know that wealth isn't just 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*
A life well-planned is a life well-lived.
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