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- Custodian
- Assetmark · Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2023
- Office Locations
- 3
Office Locations
About Waystone Advisors LLC
Waystone Advisors is a wealth design and financial planning firm serving real estate investors, families, and entrepreneurial business owners. The team pairs goal-based planning with investment planning and portfolio construction, including insurance and charitable planning support. Investment implementation includes diversified funds and ETFs. SEC-registered (CRD 328565) and works on platforms such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
AUSTIN DOUGLAS DEAN
Advisor, Chief Executive Officer, Managing Member
- CRD
- #5886688
- Ownership
- 75% or more
STEPHANIE ANN HEBERT-ROSCOE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Daniel Alan DeWhitt
--
- CRD
- #7891416
CHRISTOPHER D KENNEY
--
- CRD
- #4052120
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,345,970 | $270,507 |
| Non-Discretionary | $0 | -- |
| Total | $179,345,970 | $270,507 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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