The William Allan Corporation fees and pricing
Financial planner in Fort Collins, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, The William Allan Corporation charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“The hourly fee is $325 per hour, based on the service provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The William Allan Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of your account on the month end average.”
- “Fees may be negotiable under certain, limited circumstances and only at the sole discretion of advisor.”
- “If you terminate the investment adviser agreement during the quarter, asset management fees will be prorated over the time the portfolio was managed during the quarter.”
How The William Allan Corporation’s fees compare
- Its hourly rate of $325 is above the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
- 12 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
About The William Allan Corporation
- Firm size: 12 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 226
- Employees
- 12
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $204,438,799
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133147
- Phone
- (800) 677-5309
Can advise clients in 5 states: California, Colorado, New Hampshire, Nevada, Texas
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- FpfocoFort Collins$3,000, $625/mo
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.