Robert Allan is a CFA, CFP-designated registered investment advisor at Welon Partners, based in Montgomery, AL, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 44 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Trust accounts are billed on a separate schedule ranging from 1.0% to 1.75%. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
3120 Zelda Court, Suite 109, Montgomery, AL, 36106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
In 2024, the managing members of Welon Partners founded Welon Consulting, LLC, to advise small businesses. Robert dedicates a few hours per week to this venture.
Employment History
Current Registrations
Welon Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John Steiner, CFAWelon Partners
- Adam Rogers, CFAMarble Wealth, LLC
- Jessica Majors, ChFC
- Sang Chung, CFPEdward Jones
- Robert Scullen, CFPBrookstone Capital Management LLC
- Holley Pierce, CFPWells Fargo Advisors