William Duvall
Sightline Wealth Advisors · Groton, Connecticut
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Sightline Wealth Advisors |
|---|---|
| Based in | Groton, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $354.2M across 910 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4746407 |
| Exams passed | Series 63 (2008) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sightlinewa.com |
How William's firm compares
- Sightline Wealth Advisors's average account is about $389,000, from its Form ADV (assets managed divided by 910 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sightline Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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