# Andrew Moretine

> Andrew Moretine is a fee-only financial advisor at The William Allan in Long Beach, California. The William Allan reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-moretine/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The William Allan
- **Based in:** Long Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $204.4M across 629 accounts
- **CRD:** 7320312 (https://adviserinfo.sec.gov/individual/summary/7320312)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.smartmunnie.net/blog

## Frequently asked questions

### Is Andrew Moretine a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and The William Allan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, The William Allan, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Andrew Moretine based?

Andrew Moretine is based in Long Beach, California.

### Is Andrew Moretine registered with the SEC?

Yes. Andrew Moretine is registered as an investment adviser representative in CA (CRD 7320312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The William Allan manage?

The William Allan reports $204.4M across 629 accounts in assets under management.

### How do I contact Andrew Moretine?

Through Andrew's website, www.smartmunnie.net/blog.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7320312): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.