Anders Storvik
Advisor at Wela Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wela Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wela Financial Advisory
Location
San Antonio, TX 78209
Credentials
Series 63, Series 65
Industry experience
10 years
Anders Storvik is a financial advisor at Wela Financial Advisory in San Antonio, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brent Forrest & Associates LLC and Purshe Kaplan Sterling Investments. Outside of advisory work, he is a partner in a real estate business that operates the building housing his firm. Wela Financial Advisory provides fee-based investment management and financial planning services primarily to individual and high-net-worth clients, as well as businesses for group retirement plans. The firm uses an asset-allocation driven, multi-fund manager approach with ongoing portfolio rebalancing and discretionary trading, and offers a financial-planning membership with ongoing advisor access and client educational events.
Based on Wela Financial Advisory
Based on Wela Financial Advisory
Up to 1% annually, billed monthly in advance based on the market value of assets
$250 per hour for one-time financial planning and consulting services
Financial Planning Membership fees: minimum $1,000 and maximum $10,000 annually, payable monthly, quarterly, or semi-annually; may include a one-time onboarding fee of $250 (waivable)
Account minimum: $300,000
366 W Sunset Rd, Building 4
San Antonio, TX 78209
Texas
Brent Forrest & Associates LLC
2023 - Present (3 years)
Purshe Kaplan Sterling Investments
2018 - Present (8 years)
Brent Forrest & Associates LLC
2018 - Present (8 years)
Brent Forrest & Associates LLC
2016 - 2018 (2 years)
GWN Securities Inc.
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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