Tel: 951-768-0133 3711 John F Kennedy Pkwy Suite 420 Fort Collins, CO 80525
About Jason Crawshaw
Jason C. Crawshaw, CPA, CEO & President of William Allan, Inc, has worked in capital markets and financial services for more than 33 years. Mr. Crawshaw started his career as a CPA with a big eight public accounting firm and moved into advising clients in 2001 as the co-founder of the Investment Advisor firm Crawshaw Capital Management, LLC. In addition to co-founding Crawshaw Capital, Mr. Crawshaw started the investment partnership of TWG Holdings, LLC. Having begun his career in public accounting with the Deloitte & Touche Financial Services Division, Mr. Crawshaw moved into private industry in 1994 where he spent five years with Farmers Insurance Group's Finance operation, specializing in securities reporting. He ended his career with Farmers as the Chief Financial Officer of FFS Holding, LLC, the parent company of Farmer's NASD registered broker-dealer, for which he was also the Financial and Operations Principle. After serving in the United State Air Force, Mr. Crawshaw attended Loyola Marymount University in Los Angeles, where he graduated cum laude in 1992 with a Bachelor of Science degree in Accounting. He was born in 1967, holds a CPA license in California, has successfully completed the NASD Financial & Operations Principal examination (Series 27), and the NASD Uniform Investment Adviser Law examination (Series 65). Mr. Crawshaw also directed the Finance function of the Goetzman Group for six years, and is the co-founder of the Gracie Charitable Trust, a 501(c)(3) organization dedicated to helping students make it to college and finding a cure for cancer. In his spare time, Mr. Crawshaw enjoys playing golf with his family, traveling and hiking.
About William Allan, Inc.
Established in 2004, The William Allan Corporation is a veteran owned, SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their financial aspirations through sustained capital growth and income. Serving a diverse clientele of over 200 individuals, families, businesses, trusts, and nonprofit organizations, we pride ourselves on personalized financial solutions tailored to meet specific goals. Our investment philosophy is grounded in decades of practical experience. Before founding William Allan, our team collectively spent twelve years managing The Westmoreland Group, a private equity group specializing exclusively in capital appreciation. This foundational strategy continues to shape our approach today. With more than 30 years of investing in stocks, we have adeptly navigated through significant periods of volatility, including six major market corrections. While the future remains unpredictable, our steadfast belief in disciplined investing, coupled with patience and perspective, consistently yields enduring outcomes. At William Allan, every client relationship is valued as a partnership. We invest alongside our clients, aligning our personal financial stakes with the portfolios we manage. This unwavering commitment underscores our confidence in our process and reinforces our dedication to your financial success.
With a background spanning high-touch hospitality, wine education, and luxury lifestyle experiences, Ian brings a fresh, client-first perspective to the world of wealth management. At William Allan, he leads marketing, digital strategy, and brand development - helping to bridge timeless investment discipline with a modern, accessible message.
He is the architect behind the firm's updated digital presence, voice, and client acquisition systems, including outreach strategies for high-net-worth individuals, referral networks, and partnership channels. His work focuses on making financial strategy feel approachable without sacrificing clarity or credibility.
General Information
CRD#:
4183082
Firm CRD#:
133147
Name of Broker/Dealer:
Charles Schwab & Co, Inc.
Name of Custodial Firm:
Charles Schwab & Co, Inc.
States Willing to do Business in:
Nationwide
Years of Experience in Financial Services:
33
Number of Years with Current Firm:
21
Work Experience:
In addition to being CEO & President of William Allan Inc, Mr. Crawshaw has held the position of Chief Financial Officer ("CFO") twice in his career. Once with the Goetzman Group, a boutique consulting firm, and with the Farmers Financial Solutions where he was also the Finance & Operations Principal.
Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office
Compensation and Fees
Fee Structure:
Fee-Only
Minimum Portfolio Size for New Managed Accounts:
$250,000
Compensation Methods:
Based on Assets, Flat Fee
Fee % Based on Assets:
1.25
Minimum Fee Charged for Managed Accounts:
500
Minimum Fee Charged for Hourly Planning Accounts:
250
Firm Information
Firm's Number of Clients:
225
Firm's Number of Managed Clients:
225
Assets Managed by Firm:
$210,000,000
Advisor's Number of Clients:
240
Advisor's Number of Managed Clients:
240
Advisor's Number of Planning Clients:
0
Total Assets Under Management by Advisor:
$185,210,529
Preferred meeting methods
I provide a free initial consultation:
Yes
Financial Planning for Businesses
Business owners face a different set of challenges and opportunities. We provide financial planning that integrates business goals with personal wealth. Services include retirement plan design, succession planning, cash flow management, tax strategies, and employee benefits. We help business owners align their company's success with their personal financial future, ensuring both are working together toward long-term growth and stability.
Financial Planning for Individuals
Your financial goals are unique, and your plan should be too. We create individualized financial strategies that cover budgeting, saving, investing, and retirement planning, as well as tax and estate considerations. Whether you're just starting out, in your peak earning years, or preparing for retirement, we help you take control of your financial future with confidence and clarity. Our goal is to simplify complex decisions and help you achieve balance between today's needs and tomorrow's goals.
Financial Advice & Consulting
Good financial advice provides clarity in an often overwhelming financial landscape. At William Allan, we offer tailored consulting designed to help individuals, families, and businesses make informed decisions. Whether it's analyzing investments, planning for retirement, structuring business finances, or evaluating tax strategies, we provide objective, research-driven guidance. Our consulting process prioritizes understanding your goals and circumstances so that the advice we provide is both practical and actionable.
Portfolio Management
At William Allan, we believe portfolio management is about more than chasing returns, it's about aligning your investments with your goals, risk tolerance, and time horizon. Our team builds and manages diversified, high-quality portfolios designed to weather market cycles while pursuing long-term growth and income. Using disciplined research and a selective approach, we carefully evaluate opportunities that offer sustainable value and competitive advantages. We continuously monitor portfolios, making adjustments as market conditions and client needs evolve. The result is a thoughtful, conviction-driven investment process that balances risk with reward. Whether you're focused on wealth accumulation, retirement income, or legacy planning, our portfolio management process provides the structure and discipline to help you stay on track.
Retirement Planning
A secure retirement doesn't happen by accident, it requires foresight, discipline, and planning. We help clients define their retirement goals and create strategies to fund them, whether that means ensuring lifetime income, minimizing taxes, or planning for healthcare costs. With life expectancies increasing, planning for 25-30 years of retirement is essential. Our retirement planning services include income strategies, Social Security optimization, required minimum distribution (RMD) planning, and Roth conversion analysis. We integrate investments, taxes, and estate planning into a comprehensive approach, giving clients confidence that they can enjoy the lifestyle they've worked hard to build.
401K Rollovers
If you've left a job or have multiple retirement accounts scattered across employers, rolling over your 401(k) can help simplify your financial life. At William Allan, we guide clients through the rollover process to ensure assets are transitioned efficiently, tax consequences are minimized, and investments are aligned with long-term objectives. We evaluate whether a rollover to an IRA or another qualified plan makes the most sense for your unique situation. By consolidating accounts, you gain greater control, investment flexibility, and simplified tracking. Our team helps ensure your retirement savings continue to grow in a way that supports your long-term goals.
Estate Planning & Trusts
Estate planning ensures your wealth serves your family and legacy in the way you intend. We help clients establish wills, trusts, and charitable strategies that minimize taxes, avoid probate, and provide clarity for heirs. Whether your goals are protecting loved ones, supporting causes you care about, or passing on a business, we work alongside your legal and tax advisors to design a plan that reflects your wishes. Estate planning and trusts are about more than wealth transfer, they're about peace of mind and protecting your legacy.
Tax Advice and Services
Taxes can erode wealth if not carefully planned for. We help clients integrate tax-smart strategies into every area of their financial plan, from portfolio management and retirement contributions to charitable giving and estate planning. Our team evaluates current and future tax exposure, identifying opportunities to reduce liabilities and maximize efficiency. Working in coordination with tax professionals, we create strategies designed to protect your wealth today and preserve it for the future.
Education Funding and Planning
Rising education costs make early and strategic planning essential. We help families design education funding strategies that balance affordability with tax efficiency. Options may include 529 college savings plans, custodial accounts, and investment vehicles tailored to your timeline and goals. Our goal is to make education funding manageable without compromising your other financial priorities, like retirement savings or wealth preservation. By integrating education planning into your overall financial strategy, we help ensure you can support your child's future without jeopardizing your own.
Investment Advice & Management
Investing without strategy can expose you to unnecessary risk. At William Allan, we provide disciplined, research-driven investment advice and management tailored to each client's needs. Our process focuses on selecting quality companies, evaluating valuation opportunities, and maintaining diversification. We seek to deliver long-term capital appreciation while balancing income and risk. With active monitoring and regular reviews, we help ensure your investments remain aligned with your goals and market realities.
Wealth Management
True wealth management goes beyond investing. At William Allan, we integrate investment management, tax strategies, retirement planning, and estate considerations into a unified approach. We work with individuals, families, and business owners to address every stage of wealth, from accumulation to preservation and transfer. Our goal is to simplify complexity, protect assets, and align financial strategies with your values and goals. We believe wealth management should be personal, disciplined, and forward-looking; a partnership that not only grows your wealth but ensures it serves your family and legacy for generations.
Risk Management
Every financial plan carries risk, but unmanaged risk can jeopardize long-term success. At William Allan, we design strategies to help identify, mitigate, and manage financial risks; from market volatility to unexpected life events. Our approach ensures clients aren't overexposed to unnecessary risk, while still pursuing the growth they need to meet their goals. Protecting your wealth is as important as building it, and effective risk management provides the stability and confidence to navigate uncertainty.
Money Management
Successful money management means striking the right balance between spending, saving, and investing. We help clients establish customized strategies for managing cash flow, building emergency reserves, and investing surplus funds for long-term goals. By understanding your priorities, whether it's paying down debt, funding education, or building wealth, we create clear, practical strategies that align with your objectives. Money management is the foundation of financial success, and with disciplined planning, we help clients make their resources work harder and more efficiently.
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Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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William Allan is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. William Allan only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments may be speculative, involve a high degree of risk, may require a minimum investment, and may only be offered to qualified investors through offering memorandums. This material may contain assumptions that are forward-looking statements, which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different from those described herein. A copy of William Allan's current written disclosure brochure filed with the SEC, which discusses, among other things, William Allan's business practices, services, and fees, is available on the SECs website at adviserinfo.sec.gov.
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family.
Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser,
and operates through various subsidiaries and brands that provide financial education.
WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform.
WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or
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