# William Thompson

> William Thompson is a fee-only financial advisor at Crescent Sterling in Metairie, Louisiana, who holds the CFP and CFA credentials. William charges hourly fees.

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

## Facts

- **Firm:** Crescent Sterling
- **Based in:** Metairie, Louisiana
- **Fee model:** Hourly
- **Assets under management (firm):** $210.2M across 455 accounts
- **Credentials:** CFP, CFA
- **CRD:** 1431265 (https://adviserinfo.sec.gov/individual/summary/1431265)
- **SEC registration:** Investment adviser representative in AL, LA, TX
- **Exams passed:** Series 63 (1987), Series 65 (1991)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.crescentsterling.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Crescent Sterling 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 hourly fees.

### Where is William Thompson based?

William Thompson is based in Metairie, Louisiana.

### What credentials does William Thompson hold?

William Thompson holds the CFP and CFA credentials.

### Is William Thompson registered with the SEC?

Yes. William Thompson is registered as an investment adviser representative in AL, LA and TX (CRD 1431265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crescent Sterling manage?

Crescent Sterling reports $210.2M across 455 accounts in assets under management.

### How do I contact William Thompson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1431265): 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.crescentsterling.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.