FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Wela Financial Advisory
At Wela Financial Advisory, a registered investment advisor (RIA) based in San Antonio, Texas, the firm prides itself on providing its clients with the Wela Way. This encompasses four key areas: Independence, Investment Philosophy, Pricing, and Communication.
As a financial advisory firm, its primary focus is on delivering exceptional financial planning and investment management services to a select number of individuals and families. Wela understands trust is paramount in this industry, so they value referrals. They aim to earn prospective clients' trust by ensuring a solid foundational fit between the company's services and the client's needs.
In 2023, the firm rebranded itself as Wela to better reflect the service they provide and the relationships they build with clients. "Wela" originates from the Old English word meaning "happiness and prosperity in abundance." This perfectly encapsulates their goal — to achieve happiness and prosperity with their clients through a partnership built on trust.
Wela's investment philosophy is grounded in experience and simplicity. They believe flashy or exciting investment management strategies are not necessarily the most effective approach. Instead, they prioritize good habits and consistent maintenance as the keys to long-term success. By focusing on these fundamental principles, Wela helps its clients navigate the complexities of investing while aiming for sustainable growth.
Transparency is crucial in client-advisor relationships, so they always emphasize clear communication. Wela strives to keep clients informed about their investments and financial plans so that they can make well-informed decisions. Whether through regular updates or personalized discussions, they are committed to being accessible and responsive whenever clients need them.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
More about Wela Financial Advisory
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 126266 | 4 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Wela Financial Advisory.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Wela Financial Advisory.