Wela Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$649,957,075
Clients
437
Advisors
6
of 9 employees
About
Wela Financial Advisory is a fee-only registered investment adviser that serves individual investors and businesses, including group retirement plans, with discretionary portfolio management, one‑time financial plans, an ongoing financial planning membership, and investment consulting. The firm offers both managed accounts and coordinated planning services and will engage third‑party sub‑advisors for specific investment management responsibilities when appropriate.
Wela combines fundamental and technical analysis to establish strategic asset allocation and security selection, monitoring and rebalancing portfolios on a discretionary basis while considering tax efficiency. The firm follows a multi‑fund‑manager approach and emphasizes selecting a narrow list of institutional managers based on people, processes, research and organizational culture rather than solely on recent performance records.
A distinctive element of Wela’s offering is its financial planning membership, which provides unlimited, as‑needed access via in‑person meetings, Zoom, phone and email, at least one regularly scheduled client review, invitations to client events, and a newsletter—services the firm highlights as part of ongoing client engagement and that are less common among peers. Wela also discloses use of third‑party sub‑advisors and outsourced reporting through Envestnet | Tamarac, and notes an ownership interest in the building that houses the firm with stated steps to mitigate the related conflict.
Client services
Expertise
Occupation focus
Fee options
up to 1% annually, negotiable under certain circumstances
$250 per hour for one-time financial planning and investment consulting
Financial planning membership fee from $1,000 to $10,000 annually, with billing options semi-annually, quarterly, or monthly; may include automatic annual fee escalator
Account minimum: $300,000 Fee-only: Financial planning hourly rate is $250 per hour; Investment consulting hourly rate is $250 per hour; Financial planning membership fee ranges from $1,000 to $10,000 annually, payable semi-annually, quarterly, or monthly with possible $250 onboarding fee (waivable)
Main office
366 W Sunset Rd, Building 4
San Antonio TX 78209
Advisors at this office
6
Most active in
Colorado · Georgia · Texas
Also doing business as
Brent Forrest & Associates · Brent Forrest & Associates, L.L.C. · Brent L. Forrest · Wela Financial Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anders S
Series 63, Series 65
San Antonio, TX
Wela Financial Advisory
Anders Storvik is a financial advisor at Wela Financial Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brent Forrest & Associates LLC since 2016. Outside of advising, he is a partner in a real estate operating company that manages the building housing his firm. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-fund-manager approach combining fundamental and technical analysis, emphasizing tax efficiency and ongoing client engagement through a financial planning membership program.
Taylor C
Series 63, Series 65
San Antonio, TX
Wela Financial Advisory
Taylor Chamness is a financial advisor with Wela Financial Advisory in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at AXA Advisors, LLC for three years before joining Frost Bank and Frost Brokerage Services, where he has been since 2019. Outside of his advisory work, Chamness is an owner of a self-storage business, CM Capital, LLC, which he manages with a partner. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm uses a multi-fund-manager approach and combines fundamental and technical analysis to manage portfolios with an emphasis on tax efficiency and institutional-quality manager selection.
Rachel G
Series 63, Series 65, Series 66
San Antonio, TX
Wela Financial Advisory
Rachel Gurinsky is a financial advisor at Wela Financial Advisory in San Antonio, TX, holding Series 63, 65, and 66 credentials with six years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, PURSHE KAPLAN STERLING INVESTMENTS, and Texas Security General. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-manager approach using fundamental and technical analysis, emphasizing a financial planning membership that provides clients with ongoing access and engagement opportunities.
Esmond P
CFP®, Series 63, Series 65
San Antonio, TX
Wela Financial Advisory
Esmond Pabilona is a CFP® with 12 years of industry experience, currently serving as an advisor at Wela Financial Advisory. His prior roles include positions at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He is also an associate planner and research assistant at Brent Forrest & Associates, LLC. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm combines fundamental and technical analysis to guide strategic asset allocation, employs a multi-fund-manager approach, and offers a financial planning membership that provides clients ongoing access and engagement.
Thomas C
Series 65
San Antonio, TX
Wela Financial Advisory
Thomas Coy is a financial advisor at Wela Financial Advisory with five years of industry experience and a Series 65 designation. His prior roles include positions at AllianceBernstein Investments, Victory Capital Management, and Brent Forrest & Associates. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a multi-fund-manager approach combining fundamental and technical analysis and offers a financial planning membership featuring ongoing client engagement and coordinated planning services.
Elizabeth A
Series 63, Series 65
San Antonio, TX
Wela Financial Advisory
Elizabeth Alamillo is a financial advisor at Wela Financial Advisory in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Equitable Advisors and AXA Advisors. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm uses a multi-fund-manager approach, combining fundamental and technical analysis, and offers a financial planning membership that provides ongoing client access and engagement.
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