Welon Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Welon Partners serves high‑net‑worth individuals, households, trusts and small-business clients, providing discretionary investment management, financial planning, and ad‑hoc consulting. The firm also advises employers on retirement plan options and offers standalone financial plans billed hourly or as fixed fees.
Investment work is custom‑tailored, with emphasis on asset allocation first, then asset selection and asset location; portfolios commonly use a core‑satellite equity approach, bonds, ETFs, and occasional options, with equity holding periods typically targeted at two to five years to manage tax outcomes. The advisor coordinates with clients’ tax and legal professionals, seeks tax‑aware placement across account types (what it describes as “tax‑alpha”), and will advise on non‑liquid holdings such as timberland or real estate while relying on third‑party custody for those assets.
Noteworthy features relative to peers include a small, experienced partnership with multiple professional credentials (CFA, CFP, CPA), a stated account guideline of $300,000 with discretionary exceptions, and an explicit fixed‑fee planning range ($7,500–$25,000). The firm sometimes bills for “held‑away” assets and applies modified fee schedules for trust accounts, prefers Charles Schwab for custody but will use other brokers for fixed‑income execution when advantageous, and maintains a separate, limited‑hours small‑business consulting activity.
Client services
Expertise
Occupation focus
Fee options
Ranges from $7,500 to $25,000, may be reduced at discretion of Welon Partners
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.75%
Up to $400 per hour, negotiable in certain circumstances
Account minimum: $300,000
Main office
See office3120 Zelda Court, Suite 109
Montgomery AL 36106
Advisors at this office
1
Offices (2)
Most active in
Alabama
Also doing business as
Welon Partners · Welon, LLC · White Oak Investment Counsel · White Oak Investment Counsel, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
Robert A
CFP®, CFA®, Series 65
Montgomery, AL
Welon Partners
Robert Allan is a CFP®, CFA®, and Series 65 credentialed advisor at Welon Partners with seven years of industry experience. Prior to joining Welon Partners, he worked at Empirian Health and Hayek Kallen Investment Management. He also dedicates limited time to Welon Consulting, LLC, a small-business advisory founded by Welon Partners managing members in 2024. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes a tax-aware, asset-allocation-based investment approach and coordinates with clients’ tax and legal professionals.
John S
CFA®
Montgomery, AL
Welon Partners
John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.
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