Esmond Pabilona is a CFP-designated registered investment advisor at Wela Financial Advisory, based in San Antonio;, TX, with 11 years of industry experience. Esmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 446 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wela Financial Advisory charges a fee for investment management services, which includes advice, consulting, trade entry, and investment supervision. The fee is based on a percentage of your portfolio's value and is billed monthly in advance. Wela pays all custodial fees and transaction costs. The specific fee is set forth in your Investment Advisory Agreement and shall not exceed 1% annually. If your investable assets are over $300,000 and you elect to use optional investment management services, you may fall under Wela's normal Investment Management Fees and Compensation Schedule.
Location
366 W Sunset Rd, Building 4, San Antonio;, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Esmond works as an associate planner and research assistant at Brent Forrest & Associates, LLC, a registered investment advisor (RIA). This planning and research takes about 10-20% of Esmond's time.
Employment History
Current Registrations
Wela Financial Advisory
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Mercer Global Advisors INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.