Firm
The William Allan
Fort Collins, Colorado
Fee-only
The William Allan at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 12 employees and 226 individual clients, 65 of them high net worth.
- Its average account is about $325,000 (assets it manages divided by its 629 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | smartmunnie.net/blog |
| Phone | (800) 677-5309 |
The William Allan fees
The William Allan doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $204 million |
| Individual clients | 161 |
| High-net-worth clients | 65 |
| Accounts managed | 629 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-121683) |
| Financial planning | Offered |
| Form ADV filed | April 23, 2026 |
| SEC record | CRD 133147 |