Esmond Pabilona
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
CFP®, Series 63, Series 65
Industry experience
11 years
Esmond Pabilona is a CFP® professional at Wela Financial Advisory with 11 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Mercer Global Advisors Inc. Pabilona also serves as an associate planner and research assistant at Brent Forrest & Associates, LLC. Wela Financial Advisory provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as businesses for group retirement plans. The firm employs an asset-allocation driven, multi-fund manager approach 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
Purshe Kaplan Sterling Investments
2019 - 2020 (1 year)
Brent Forrest & Associates, LLC
2018 - Present (8 years)
Unemployed
2018 - 2018 (1 year)
Mercer Global Advisors Inc.
2017 - 2018 (1 year)
Axa Advisors, Llc
2014 - 2017 (3 years)
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