Robert Allan
Welon · Montgomery, Alabama
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).
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Specialties
Who they serve
- Founders
Facts
| Firm | Welon |
|---|---|
| Based in | Montgomery, Alabama |
| Fee model | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $57.4M across 85 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AL · CRD 6956932 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.welonpartners.com |
| Profile |
How Robert's firm compares
- Welon's average account is about $675,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Robert
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.
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
- Welon website : specialties, clients served, and fees, checked October 30, 2026
- 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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