# Robert Allan

> Robert Allan is a fee-only financial advisor at Welon in Montgomery, Alabama, who holds the CFP and CFA credentials. Robert charges a percentage of assets and hourly fees and focuses on estate & legacy planning, tax planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/robert-allan-6956932/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Welon
- **Based in:** Montgomery, Alabama
- **Fee model:** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $57.4M across 85 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 6956932 (https://adviserinfo.sec.gov/individual/summary/6956932)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.welonpartners.com

## Frequently asked questions

### Is Robert Allan a fee-only financial advisor?

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

### How does Robert charge for financial advice?

Robert charges a percentage of assets and hourly fees.

### Where is Robert Allan based?

Robert Allan is based in Montgomery, Alabama.

### What does Robert specialize in?

Robert's specialties include estate & legacy planning, tax planning and founders (pre-exit). Robert works with founders.

### What credentials does Robert Allan hold?

Robert Allan holds the CFP and CFA credentials.

### Is Robert Allan registered with the SEC?

Yes. Robert Allan is registered as an investment adviser representative in AL (CRD 6956932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Welon manage?

Welon reports $57.4M across 85 accounts in assets under management.

### How do I contact Robert Allan?

Through Robert's website, www.welonpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6956932): 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
- The firm's website (https://www.welon.com/wealth): specialties, clients served, and fees, checked October 30, 2026

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