Build the life you want. Protect the wealth that fuels it.

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.

Schedule a consultation