William Allan Wealth Management · Start a conversation

Start with a short call.

Thirty minutes with Ian, who handles first conversations for William Allan. He will ask what is going on and what you are hoping to sort out, then match you with the right person on a fee-only, CPA-led fiduciary team. No pitch, no product, no obligation.

The first call

  • A conversation with Ian Bearss, who handles first conversations for William Allan.
  • About your situation and your questions, so the right advisor can pick up where it leaves off.
  • Not advice, and not a pitch. No obligation.

Pick a time

What happens after you reach out

  1. Tell Ian what is going on

    What prompted the outreach, what feels uncertain, and what you would like resolved. Bring questions, not paperwork.

  2. Get matched to the right person

    Portfolio, tax, estate, or all three at once. Ian's job is to understand your situation well enough to put you with the advisor whose work fits it.

  3. Meet that advisor, prepared

    You leave with a follow-up meeting on the calendar and a short note on what to bring, usually recent statements and your last tax return.

Frequently Asked Questions

Is there an account minimum?

In general, no. We do not require a minimum dollar amount to open or maintain an advisory account. We do reserve the right to close an account that falls below a size we can manage effectively, and Asset Management Services carry a minimum annual fee. The current figure is in our Form CRS, linked in the footer of every page.

Is the first conversation really free?

Yes. There is no charge and no obligation. If we are not the right fit, we will say so and, where we can, point you toward something better.

What should I bring?

Nothing, for the first call. It is a conversation about your situation and your questions. When you meet with an advisor afterward, recent investment statements and your most recent tax return are the most useful things to have on hand, and you will get a short note on what to bring.

Do I have to move my accounts to work with you?

If we work together, your assets are held at an independent custodian in an account in your name. We manage them under a written agreement and never take custody. We will walk you through what that transition involves before you decide anything.

Do you work with clients outside California and Colorado?

Our offices are in Long Beach and Fort Collins, and much of our work happens by phone and video. We will confirm at the start of the conversation that we are able to serve clients in your state.

Who will I be speaking with?

Ian Bearss, who handles first conversations for William Allan. The first call is not advice; its job is to understand your situation well enough to put you with the right advisor. The advisory team is led by Jason Crawshaw, CPA, the firm's President and Chief Executive Officer.