James Monti
The William Allan · Fort Collins, Colorado
James Monti is a fee-only financial advisor at The William Allan in Fort Collins, Colorado. 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 | Fort Collins, Colorado |
| 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 7012282 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.smartmunnie.net/blog |
How James'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 James
Is James Monti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, The William Allan, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Monti based?
James Monti is based in Fort Collins, Colorado.
Is James Monti registered with the SEC?
Yes. James Monti is registered as an investment adviser representative in CA (CRD 7012282), 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 James Monti?
Through James'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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