We Alliance Wealth Advisors, Inc.

WE Alliance Wealth Advisors Inc. is a financial advisory firm established in January 2015 by Terry Dean Wheeler, with roots dating back over 30 years. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. Services include financial planning covering investment, life insurance, tax, retirement, and college planning. The firm requires a minimum account size of $500,000, which may be waived at its discretion. WE Alliance charges asset-based portfolio management fees ranging from 0.75% to 1.25%, with fees paid monthly or invoiced directly to clients. Financial planning fees range from $495 to $10,000, with hourly fees between $50 and $300. Clients may terminate agreements within five business days for a full refund. WE Alliance primarily advises individuals and high-net-worth individuals, focusing on mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. The firm employs fundamental analysis and modern portfolio theory, with investment strategies including long-term trading and options trading. Clients are informed of risks associated with each investment type, and the firm discloses potential conflicts of interest related to insurance, real estate, and private equity fund activities.