William Allan Wealth Management · Fee-Only · Independent Fiduciary Wealth Management
Build the life you want. Protect the wealth that fuels it.
Independent fiduciary wealth management for individuals, families, business owners and institutions.
About William Allan
An independent adviser, led by a CPA.
The William Allan Corporation has advised clients since 2004. It is an investment adviser registered with the SEC, owned by its president, Jason Crawshaw, CPA. We work with individuals, families, businesses, trusts and nonprofit organizations, aligning planning, investment management and tax-aware decisions with each client's goals.
- Advising clients since: 2004
- Client relationships: 239
- Office: Long Beach, California
The client figure is as reported on our Form ADV filed April 23, 2026. It describes the size of the firm, not the results of any client.
What decision are you facing?
Choose the closest fit. We’ll show you where the conversation could begin.
I need a clearer investment strategy
Bring every investment back to the plan.
We can review how your portfolio, risk exposure, time horizon, and cash needs work together, then build a disciplined approach around the life the money is meant to support.
Portfolio construction · Risk management · Ongoing review
I want to make smarter tax decisions
Treat taxes as a year-round planning input.
We look beyond filing season to identify planning opportunities across investments, income, business decisions, and future transitions, with attention to your full financial picture.
Tax-aware investing · Proactive planning · Preparation
I need to organize my estate and legacy
Turn your intentions into a coordinated plan.
We help clarify the financial decisions around your estate and coordinate with qualified attorneys so your assets, documents, and priorities move in the same direction.
Legacy goals · Beneficiary review · Attorney coordination
I’m planning for retirement
Connect your retirement income and tax decisions.
Explore how income needs, investment withdrawals, benefit timing, and taxes fit together as retirement approaches or your circumstances change. The checklist can help you organize questions at your own pace.
Retirement income · Tax planning · Benefit timing
I need someone to connect the whole picture
Start with the decision in front of you.
You do not need to arrive with a perfectly defined brief. Bring the decisions, tradeoffs, and unanswered questions; we’ll help identify what matters first and what can wait.
One conversation · Clear priorities · A practical next step
What We Do
One plan across your investments, your taxes, and your estate.
Portfolio Management
We build portfolios around each client's goals, risk tolerance, and time horizon, with an emphasis on long-term planning, disciplined risk management, and ongoing review.
Provided by William Allan
Tax Planning & Preparation
Strategic tax planning is integral to building and preserving wealth. We work throughout the year to identify opportunities that may improve after-tax outcomes, not just at filing time.
Provided by Crawshaw CPAs, our affiliated CPA firm, under a separate agreement and fee
Estate Planning
We help coordinate estate planning with qualified attorneys so it is aligned with the people, causes, and legacy goals that matter to you.
Coordinated with your attorney, who drafts the documents
How We Work
Understand your goals
We begin with your priorities, your timeline, and what you want your resources to support.
Design the plan
Investment, tax, and estate considerations are organized into a strategy built around your circumstances.
Guide decisions over time
As life and markets change, we revisit the plan thoughtfully and keep decisions anchored to your long-term goals.
How We're Different
Four things worth checking about any adviser. Here is how we answer each one, conflicts included.
Fiduciary Standard
When we act as your investment adviser, we must act in your best interest and not put our interests ahead of yours. That includes telling you about material conflicts of interest.
Fee-Only
Clients pay us directly for advice, and we do not sell securities for a commission. A fee based on assets is still a conflict, because we earn more as an account grows. Our Form ADV describes it along with our other conflicts.
Independent
The firm is owned by its president, not by a bank, brokerage, or insurance company. Crawshaw CPAs is an affiliated accounting firm that our president co-owns. Using it is optional and billed separately, and the common ownership is a conflict we disclose.
SEC Registered
The William Allan Corporation is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training. Our filings and any disciplinary history are public.
Being fee-only and fiduciary is designed to reduce conflicts of interest, but it does not guarantee better outcomes. All investment strategies involve risk, including the possible loss of principal.
Meet the team
- Jason Crawshaw, CEO / President / CPA
- Marcus Crawshaw, Chief Investment Officer
- Jeannette Crawshaw, Director of Operations, CPA
- Andrew Moretine, Associate Advisor
- Victor Crawshaw, Founding Systems Architect
- Ryan Helzer, Finance Operations Specialist
- Ian Bearss, Brand Development
- Jimmy Monti, Business Development
Frequently Asked Questions
Is William Allan a fee-only financial advisor?
Yes. William Allan is a fee-only, fiduciary wealth management firm. We do not sell securities for a commission, and clients pay us directly for advice. This compensation structure is designed to reduce conflicts of interest, not to remove every one, and all recommendations should still be evaluated in light of your specific goals, risk tolerance, and circumstances.
What investment strategy does William Allan use?
William Allan often uses individual securities as part of portfolio construction for certain clients, alongside tax-aware planning and disciplined long-term decision-making. Portfolio design depends on each client's objectives, risk tolerance, account type, and need for diversification.
How do I get started with William Allan?
Schedule a free first call through our website or call (800) 677-5309. Ian Bearss handles these intake conversations, learning about your situation and questions so he can help arrange the right next step with the advisory team.
What services does William Allan offer?
William Allan provides fee-only, fiduciary portfolio management and coordinates estate planning with qualified attorneys. Tax planning and preparation are provided by Crawshaw CPAs, the firm's affiliated CPA practice, under a separate agreement and fee.
What is a fiduciary financial advisor?
When providing advisory services within the agreed scope of the relationship, an investment adviser owes clients duties of care and loyalty. William Allan must disclose material conflicts and cannot place its own interests ahead of a client's interests. The applicable obligations and scope are described in the advisory agreement, Form ADV, and Form CRS.
How do you manage investment risk?
We manage risk through security selection, diversification, liquidity awareness, and a long-term approach rooted in discipline rather than reaction. Market losses and volatility can still occur, and no investment approach can eliminate risk.
Office and service area
- Long Beach financial advisors: One World Trade Center, 8th Floor, Long Beach, CA 90831. CPA financial advisor in Long Beach.
- Fort Collins financial advisors: Serving Northern Colorado remotely by phone and video; no Fort Collins office. CPA financial advisor for Fort Collins.
Phone: (800) 677-5309
Schedule a complimentary consultation
We'll learn more about your goals, explain our approach, and determine if we're a good fit.