Thomas Coy
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 65
Industry experience
5 years
Thomas Coy is a financial advisor at Wela Financial Advisory in San Antonio, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Brent Forrest & Associates, Victory Capital Management, and AllianceBernstein Investments. Wela Financial Advisory provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as group retirement plan services for businesses. The firm employs an asset-allocation driven, multi-fund manager approach and offers a formal 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, L.L.C.
2025 - Present (1 year)
Victory Capital Management Inc.
2023 - 2025 (2 years)
AllianceBernstein Investments, Inc.
2018 - 2023 (5 years)
Exquisite Properties
2018 - 2018 (1 year)
G. H. Wealth Management, LLC
2018 - 2018 (1 year)
Alamo Insurance & Wealth Management, LLC
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")