Taylor A Chamness

Wela Financial Advisory

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Wela Financial Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

489 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$525.9M

Fee Structure

Minimum Investment:$300K

Location

366 W Sunset Rd, Building 4, San Antonio, TX, 78209

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Wela Financial Advisory

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Frost Investment Services

January 2022 - April 2022 · 3 mos

Frost Brokerage Services, INC.Broker

July 2019 - April 2022 · 2 yrs 9 mos

Frost Investment Services

July 2019 - December 2021 · 2 yrs 5 mos

AXA Advisors, LLC

June 2018 - July 2019 · 1 yr 1 mo

AXA Advisors, LLCBroker

August 2016 - July 2019 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.