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Taylor Chamness

Advisor at Wela Financial Advisory

Updated today
Wela Financial Advisory logo

Firm

Wela Financial Advisory

Location

San Antonio, TX 78209

Credentials

Series 63, Series 65

Industry experience

9 years

About

Taylor Chamness is a financial advisor at Wela Financial Advisory with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frost Bank and Frost Brokerage Services since 2019, following prior roles at Axa Advisors, LLC and Northside ISD. Outside of financial advising, he is a co-owner of a self-storage business in San Antonio. Wela Financial Advisory serves individual and high-net-worth clients as well as businesses, offering fee-based investment management and financial planning. The firm employs an asset-allocation driven, multi-fund manager approach and provides services including discretionary portfolio management, ongoing financial planning memberships, and consulting, utilizing third-party sub-advisors and technology platforms.

Client services

Based on Wela Financial Advisory

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Wela Financial Advisory

Retirement income strategy Income planning General tax planning Wealth management

Fee options

Percentage

Up to 1% annually, billed monthly in advance based on the market value of assets

Project-based

$250 per hour for one-time financial planning and consulting services

Subscriptions

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)

Other

Account minimum: $300,000

Location

366 W Sunset Rd, Building 4

San Antonio, TX 78209

Most active in

Texas

Work history

Frost Bank

2019 - Present (7 years)

Frost Brokerage Services

2019 - Present (7 years)

Axa Advisors, LLC

2016 - 2019 (3 years)

UnEmployed

2016 - 2016 (1 year)

Northside ISD

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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