Layline Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,863,150
Clients
114
Advisors
2
of 4 employees
About
Layline Advisors serves individual clients—including high‑net‑worth households—and retirement plan sponsors, providing tailored investment management, ongoing financial planning, and pension consulting. The firm delivers comprehensive planning on a continuing retainer basis and supports plan fiduciaries with manager selection and employee education.
Layline primarily builds passively managed portfolios using index mutual funds and ETFs to control costs and turnover, while also employing fundamental, technical, cyclical, and charting analyses as part of its investment analysis and allocation work. The firm offers both discretionary and non‑discretionary arrangements; discretionary management includes wrap‑fee program accounts where execution and custody services are bundled.
What is distinctive about Layline relative to many supported peers is that it sponsors a wrap fee program—an arrangement that only a small share of similar firms offer—so certain discretionary accounts are managed under a bundled fee structure. The SEC‑registered firm manages roughly $131 million with a small advisor team, participates in an institutional custody program that provides operational support, and has recently added an in‑house chief investment officer role, indicating a level of internal investment oversight not always present at this scale.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
Financial Planning quarterly retainer fee of $625 (fixed fee), billed in advance, negotiable
Fee-only: Financial Planning fixed fee $625 per quarter, minimum one-year commitment, fee negotiable
Main office
19 Prince St., 3rd Floor
Rochester NY 14607
Advisors at this office
2
Most active in
New York · Texas
Also doing business as
Layline Advisers · Layline Advisors · Layline Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark W
CFA®, Series 66
Rochester, NY
Layline Advisors
Mark Wyand is a CFA® charterholder with 16 years of industry experience. He is affiliated with Layline Advisors in Rochester, NY, and previously worked at Ameriprise Financial Services Inc. from 2011 to 2016. Layline Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing continuous portfolio management, financial planning, and retirement plan consulting. The firm primarily employs passive investment strategies with quarterly account reviews and offers a wrap fee program that integrates trade execution into a single advisory fee.
Charles R
CFA®
Rochester, NY
Layline Advisors
Charles Ruff is a CFA® charterholder with six years of experience in the financial services industry. He is currently with Layline Advisors and has previously worked at CapFinancial Partners, LLC (CAPTRUST), Cobblestone Capital Advisors, LLC, Novem Group, and Federated Clover Investment Advisors. He also serves as an adjunct professor at St. John Fisher University in Rochester, NY. Layline Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering continuous portfolio management, comprehensive financial planning, and retirement plan consulting. The firm primarily uses passive investment management combined with fundamental and technical analysis and provides ERISA-level consulting for 401(k) plans.
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