# William Stites

> William Stites is a fee-only financial advisor at KilterHowling in Boulder, Colorado, who holds the CFA credential. William focuses on family wealth transfer. KilterHowling reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** KilterHowling
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $292.9M across 621 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 3249549 (https://adviserinfo.sec.gov/individual/summary/3249549)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1999), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.kilterhowling.com

## Frequently asked questions

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

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

### Where is William Stites based?

William Stites is based in Boulder, Colorado.

### What does William specialize in?

William's specialties include family wealth transfer. William works with ultra high net worth and multi-generational families.

### What credentials does William Stites hold?

William Stites holds the CFA credential.

### Is William Stites registered with the SEC?

Yes. William Stites is registered as an investment adviser representative in CO and TX (CRD 3249549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KilterHowling manage?

KilterHowling reports $292.9M across 621 accounts in assets under management.

### How do I contact William Stites?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3249549): 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.kilterhowling.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.