WELA FINANCIAL ADVISORY
SEC RegisteredProviding financial clarity and peace of mind
About the firm
Wela Financial Advisory (operating as Brent Forrest & Associates, LLC) is a registered investment adviser offering financial planning and investment management. The firm emphasizes personalized planning, transparent pricing, and a client-centered service model built around helping people navigate pivotal life transitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including personalized financial plans, investment management, ongoing client service with 90-day reviews, six-month check-ins, annual reviews, and unlimited support.
Who they serve
Working professionals, pre-retirees, retirees, and widows/widowers — including high income earners balancing careers and families, those preparing for retirement in 5 years or less, retirees seeking reliable income, and individuals navigating financial decisions during major life transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 385 | $122M |
| High Net Worth Individuals | 52 | $528M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $2.5M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WELA FINANCIAL ADVISORY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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