Waystone Advisors LLC
SEC RegisteredWealth Design for Intentional Futures
About the firm
Waystone Advisors is a financial strategy firm focused on helping clients understand and interact with their wealth. They offer Wealth Design, described as a combination of resources, strategies, and relationships, aimed at helping clients create meaningful and impactful futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Design — a combination of resources, strategies, and relationships aimed at helping clients design their wealth to create a meaningful and impactful future.
Who they serve
Real estate investors, families and successful individuals, and entrepreneurial-minded business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 258 | $56M |
| High Net Worth Individuals | 45 | $123M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.99% |
| Next $1,000,001 to $4,000,000 | 0.85% |
| Next $4,000,001 and above | 0.50% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waystone Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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