Waystone Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$178,949,445
Clients
303
Advisors
3
across 2 offices
About
WaystoneAdvisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and businesses. Its offerings include discretionary portfolio management, written financial plans or consultations, and referrals to unaffiliated specialists, with portfolios commonly constructed from ETFs and mutual funds and, where appropriate, individual securities and alternative investments.
The firm follows a customized, fiduciary approach that uses fundamental analysis to build strategic asset allocations and generally favors a long‑term investment horizon while allowing short‑term trades for rebalancing or client needs. WaystoneAdvisors may implement client strategies through unaffiliated independent managers or turnkey asset management programs (TAMPs) and performs ongoing oversight and due diligence of those relationships.
Distinctive aspects noted in the brochure include its recent establishment and SEC registration (founded 2022; registered 2023) and a discretionary practice managing approximately $179 million in client assets across four advisors and about 303 client relationships, operating from multiple offices. The firm requires clients to use specified custodians (including AssetMark and Fidelity) for custody and execution, directs trades to those custodians, and discloses that some advisory personnel are licensed to sell insurance and may receive commissions for those sales, which the firm addresses through its code of ethics and supervisory controls.
Client services
Expertise
Fee options
Fixed fees based on expected number of hours to complete financial planning engagement at the Advisor's hourly rate; fees may be negotiable.
$0 - $1,000,000: 0.99% $1,000,001 - $4,000,000: 0.85% $4,000,001+: 0.50%
Up to $300 per hour for financial planning services.
Fee-only: Financial planning fees charged hourly up to $300/hour or as fixed fee engagements based on expected hours at hourly rate; fees may be negotiable.
Main office
See officeRedmond WA
Advisors at this office
2
Most active in
Arizona · California · Florida · Idaho · Louisiana · Massachusetts · Missouri · New Jersey · New York · Texas · Washington
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
Nathan W
Series 63, Series 65
Stockton, CA
Waystone Advisors LLC
Nathan Williamson is a financial advisor with Waystone Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Findec Wealth Services, Inc. He is also a licensed insurance agent in Washington. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, using a customized, fiduciary approach that emphasizes strategic asset allocation and long-term investment horizons.
Daniel D
Series 65
Redmond, WA
Waystone Advisors LLC
Daniel De Whitt is a financial advisor at Waystone Advisors LLC with two years of industry experience. He holds a Series 65 designation. Outside of advising, he serves as president of Continents for Christ, a nonprofit missions organization. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized fiduciary approach focusing on fundamental analysis and long-term asset allocation, utilizing ETFs, mutual funds, individual securities, and alternative investments.
Austin D
CFP®, ChFC®, Series 66
Redmond, WA
Waystone Advisors LLC
Austin Dean is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Waystone Advisors LLC, having joined in 2024, and previously held roles at Lion Street Financial and Guide Advisors. Outside of advising, he owns Dean Family Real Estate LLC, which focuses on personal real estate investing and private lending. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fiduciary, customized approach with portfolios commonly constructed from ETFs, mutual funds, individual securities, and alternative investments.
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