William Thompson
Crescent Sterling · Metairie, Louisiana
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.
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Facts
| Firm | Crescent Sterling |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model | Hourly |
| Assets under management | $210.2M across 455 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AL, LA, TX · CRD 1431265 |
| Exams passed | Series 63 (1987) · Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescentsterling.com |
How William's firm compares
- Crescent Sterling's average account is about $462,000, from its Form ADV (assets managed divided by 455 accounts).
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Questions about William
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.
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
- Crescent Sterling 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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