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Welon Partners

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Client assets under management

$50,022,842

Clients

44

0% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

22

Low

Average account size

$1,136,883

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

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Ranges from $7,500 to $25,000, may be reduced at discretion of Welon Partners

Percentage

$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%

Project-based

Up to $400 per hour, negotiable in certain circumstances

Other

Account minimum: $300,000

Main office location

Welon Partners

105 Tallapoosa Street, Suite 109

Montgomery AL 36104, United States

Number of offices

1

Most active in

More info

Alabama

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Instagram YouTube Website 3342582850

Advisors at this firm

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user avatar

Robert A

CFP®, CFA®, Series 65

Montgomery, AL

Welon Partners

Robert Allan is a CFP® and CFA® with six years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at Empirian Health and Hayek Kallen Investment Management. Outside of his advisory role, he dedicates limited time to Welon Consulting, LLC, which advises small businesses on profitability and efficiency strategies. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes asset allocation and tax-aware portfolio construction, often employing a core-satellite equity approach and coordinating closely with clients’ tax and legal advisors.

Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner
user avatar

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.

Active portfolio management Options & derivatives strategies Real estate investing Founder/Business Owner
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