# William Duvall

> William Duvall is a fee-only financial advisor at Sightline Wealth Advisors in Groton, Connecticut. William charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/william-duvall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sightline Wealth Advisors
- **Based in:** Groton, Connecticut
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $354.2M across 910 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 4746407 (https://adviserinfo.sec.gov/individual/summary/4746407)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2008), Series 65 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://sightlinewa.com

## Frequently asked questions

### Is William Duvall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Sightline Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William charges a percentage of assets.

### Where is William Duvall based?

William Duvall is based in Groton, Connecticut.

### What does William specialize in?

William's specialties include retirement planning. William works with retirees.

### Is William Duvall registered with the SEC?

Yes. William Duvall is registered as an investment adviser representative in CT (CRD 4746407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sightline Wealth Advisors manage?

Sightline Wealth Advisors reports $354.2M across 910 accounts in assets under management.

### How do I contact William Duvall?

Through William's website, sightlinewa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4746407): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sightlinewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.