William Allan Wealth Management · 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.
Empowering you to grow and preserve your wealth. Established in 2004, built on decades of disciplined investing.
What We Do
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.
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.
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.
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.
Why Clients Trust Us
Fiduciary Standard
We are legally obligated to act in your best interest at all times - not just what's "suitable."
Fee-Only
Our only compensation comes from our clients. No commissions, no product referrals, no hidden incentives.
Independent
Not affiliated with any bank, brokerage, or insurance company. Our advice answers to you alone.
SEC Registered
A registered investment adviser subject to federal oversight and fiduciary standards.
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 earn commissions, and our only compensation comes directly from our clients. This compensation structure is designed to reduce conflicts of interest, but 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 complimentary consultation through our website or call (800) 677-5309. We'll discuss your goals, timeline, and financial situation to determine the right strategy for you.
What services does William Allan offer?
William Allan offers portfolio management, tax planning and preparation, and estate planning. All services are delivered under a fiduciary standard with a fee-only compensation model.
What is a fiduciary financial advisor?
A fiduciary is legally required to act in your best interest at all times. Unlike brokers who operate under a suitability standard, a fiduciary advisor like William Allan must prioritize your financial well-being over any potential compensation or personal gain.
Offices
- Long Beach, CA: 100 Oceangate, Suite 1200, Long Beach, CA 90802
- Fort Collins, CO: 3711 John F Kennedy Pkwy, Suite 420, Fort Collins, CO 80525
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.