William Allan Wealth Management · Fort Collins Office
Fee-Only Financial Advisors in Fort Collins, Colorado
Independent, CPA-led wealth management from a fiduciary team with a local office at 3711 John F Kennedy Parkway.
William Allan helps individuals, families, business owners, trusts, nonprofit organizations, and institutions connect the decisions that are too often handled separately: portfolio management, tax planning, and estate coordination. Our Fort Collins office gives people in Northern Colorado a local place to meet with the same fee-only fiduciary team responsible for that full picture.
Advice That Connects the Whole Financial Picture
Portfolio Management
Portfolios are built around your objectives, time horizon, income needs, tax situation, and tolerance for volatility, with ongoing review instead of a one-time allocation.
CPA-Led Tax Planning
Investment and tax decisions are reviewed together, including capital gains, tax-loss harvesting, account placement, Required Minimum Distributions, and Roth conversion considerations where appropriate.
Estate Plan Coordination
We coordinate the financial side of your estate plan with qualified attorneys, including beneficiary reviews, account titling, charitable giving considerations, and keeping the portfolio aligned with the documents.
Financial Situations We Help Organize
Approaching or Living in Retirement
Income needs, Social Security timing, Required Minimum Distributions, taxes, liquidity, and portfolio risk all interact. We help evaluate those tradeoffs as one retirement picture.
Business Ownership or a Liquidity Event
A sale, succession decision, or uneven income year can affect the portfolio, tax return, cash plan, and estate documents at the same time. We help put those decisions in sequence.
Concentrated Stock or Legacy Wealth
Large single-stock positions, inherited assets, trusts, and multi-generational transfers need deliberate risk, tax, and beneficiary planning rather than isolated transactions.
Why the Firm's Structure Matters
Fee-Only
William Allan is paid directly by clients. We do not earn commissions for selling investments, insurance, or proprietary products.
Fiduciary
As an SEC-registered investment adviser, William Allan is obligated to act in each client's best interest and disclose material conflicts of interest.
CPA-Led and Independent
The team handling investment decisions can see the tax return those decisions land on. The firm is not owned by a bank, brokerage, or insurance company.
Questions Worth Bringing to the First Meeting
- Is the portfolio taking risk that the plan no longer requires?
- How should retirement withdrawals, Social Security, and taxes work together?
- Are realized gains, losses, and account location being managed deliberately?
- Do beneficiary designations and account titles still match the estate documents?
- What changes if a business sale, inheritance, or concentrated position creates new liquidity?
- Which decisions need an adviser, a CPA, an attorney, or all three at the same table?
Frequently Asked Questions
Is William Allan a fee-only fiduciary financial advisor in Fort Collins?
Yes. William Allan is a fee-only, SEC-registered investment adviser with an office at 3711 John F Kennedy Pkwy, Suite 420, Fort Collins, CO 80525. The firm does not earn commissions for selling financial products and serves clients under a fiduciary standard.
What services are available through the Fort Collins office?
William Allan provides portfolio management, CPA-led tax planning and preparation, and financial coordination for estate planning. Each engagement is tailored to the client's circumstances, objectives, and risk tolerance.
Does William Allan prepare tax returns as well as manage investments?
Yes. Tax planning and preparation are handled in-house by a CPA-led team, allowing portfolio and tax decisions to be evaluated together rather than passed between unrelated firms.
Who does William Allan work with?
The firm works with individuals, families, business owners, trusts, nonprofit organizations, and institutions. Common planning needs include retirement income, concentrated stock, tax-aware investing, business liquidity events, and legacy planning.
What happens in an introductory consultation?
The first conversation focuses on your goals, current financial structure, and the decisions you are trying to make. William Allan then explains its approach and determines with you whether the firm's services fit your needs.
Meet with a fee-only financial advisor in Fort Collins.
Bring the portfolio, the tax questions, and the decisions that need a clear next step.