# William Sterling

> William Sterling is a fee-only financial advisor at TritonPoint Wealth in Chevy Chase, Maryland. TritonPoint Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** TritonPoint Wealth
- **Based in:** Chevy Chase, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.55B across 2,113 accounts
- **CRD:** 4823837 (https://adviserinfo.sec.gov/individual/summary/4823837)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2023), Series 66 (2009)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.tritonpointwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and TritonPoint Wealth 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, TritonPoint Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Sterling based?

William Sterling is based in Chevy Chase, Maryland.

### Is William Sterling registered with the SEC?

Yes. William Sterling is registered as an investment adviser representative in MD (CRD 4823837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TritonPoint Wealth manage?

TritonPoint Wealth reports $1.55B across 2,113 accounts in assets under management.

### How do I contact William Sterling?

Through William's website, www.tritonpointwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4823837): 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.tritonpointwealth.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.