William Romig
Strait & Sound · Renton, Washington
William Romig is a fee-only financial advisor at Strait & Sound in Renton, Washington, who holds the CFA credential. Strait & Sound reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Strait & Sound |
|---|---|
| Based in | Renton, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $333.7M across 698 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 3034847 |
| Exams passed | Series 63 (1998) · Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.straitandsound.com |
How William's firm compares
- Strait & Sound's average account is about $478,000, from its Form ADV (assets managed divided by 698 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Romig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Strait & Sound 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's firm, Strait & Sound, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Romig based?
William Romig is based in Renton, Washington.
What credentials does William Romig hold?
William Romig holds the CFA credential.
Is William Romig registered with the SEC?
Yes. William Romig is registered as an investment adviser representative in WA (CRD 3034847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strait & Sound manage?
Strait & Sound reports $333.7M across 698 accounts in assets under management.
How do I contact William Romig?
Through William's website, www.straitandsound.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
- 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.
See something wrong? Request a correction. Read our methodology.