Robert Allan
Advisor at Welon Partners
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Welon Partners
Location
Montgomery, AL 36104
Credentials
CFP®, CFA®, Series 65
Industry experience
6 years
About
Robert Allan is a CFP® and CFA® with six years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at Empirian Health and Hayek Kallen Investment Management. Outside of his advisory role, he dedicates limited time to Welon Consulting, LLC, which advises small businesses on profitability and efficiency strategies. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes asset allocation and tax-aware portfolio construction, often employing a core-satellite equity approach and coordinating closely with clients’ tax and legal advisors.
Expertise
Based on Welon Partners
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Ranges from $7,500 to $25,000, may be reduced at discretion of Welon Partners
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.75%
Up to $400 per hour, negotiable in certain circumstances
Account minimum: $300,000
Location
105 Tallapoosa Street, Suite 109
Montgomery, AL 36104
Most active in
Robert A has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Welon Partners
2020 - Present (6 years)
Empirian Health
2018 - 2020 (2 years)
Hayek Kallen Investment Management
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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