A complete list of active advisors currently associated with Waterstone Financial Advisory LLC

Warmer can help you find a great advisor at Waterstone Financial Advisory LLC or one who fits your needs even better.

Waterstone Financial Advisory LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, 401(k) plans and LLCs. The firm implements client programs through both third‑party sub‑advisers on the AssetMark platform and custom advisor‑managed accounts and does not state an account minimum. The firm documents client objectives in a written Investment Policy Statement and describes a fiduciary approach that uses cyclical and fundamental analysis with a long‑term trading orientation. Implementation commonly relies on AssetMark’s curated third‑party managers, but Waterstone also offers a discretionary “Advisor as Strategist” option for custom or narrower‑scope accounts that may be less diversified and are monitored actively. Distinctive aspects noted in the brochure include that Waterstone is a recently formed firm (2023) managing over $260 million with a small advisor team, and clients using the AssetMark platform are expected to use the platform’s custodian (commonly Fidelity). The firm’s supervised persons are also licensed insurance agents and the brochure discloses potential economic incentives from AssetMark (growth‑support allowances and platform economics) as well as the separate sale of insurance products; the firm also does not aggregate block trades for multiple client accounts.

To learn more about the advisors currently working at Waterstone Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.