Marcus Crawshaw
The William Allan · Fort Collins, Colorado
Marcus Crawshaw 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.
Request an introduction to Marcus →
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, TX · CRD 2803634 |
| Exams passed | Series 65 (2000) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.smartmunnie.net/blog |
| Profile |
How Marcus's firm compares
- The William Allan's average account is about $325,000, from its Form ADV (assets managed divided by 629 accounts).
Request an introduction to Marcus
Tell Marcus a little about what you're looking for. Marcus isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marcus
Is Marcus Crawshaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus 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 Marcus charge for financial advice?
Marcus's firm, The William Allan, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Marcus Crawshaw based?
Marcus Crawshaw is based in Fort Collins, Colorado.
Is Marcus Crawshaw registered with the SEC?
Yes. Marcus Crawshaw is registered as an investment adviser representative in CA and TX (CRD 2803634), 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 Marcus Crawshaw?
Through Marcus'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.
See something wrong? Request a correction. Read our methodology.