Andrew Moretine
The William Allan · Long Beach, California
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.
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Facts
| Firm | The William Allan |
|---|---|
| Based in | Long Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $204.4M across 629 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7320312 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.smartmunnie.net/blog |
How Andrew's firm compares
- The William Allan's average account is about $325,000, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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