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.
Empowering you to grow and preserve your wealth. Established in 2004, built on decades of disciplined investing.
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
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 and to disclose any material conflict of interest.
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 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.
Offices
- Long Beach financial advisors: 100 Oceangate, Suite 1200, Long Beach, CA 90802. CPA financial advisor in Long Beach.
- Fort Collins financial advisors: 3711 John F Kennedy Pkwy, Suite 420, Fort Collins, CO 80525. CPA financial advisor in 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.