How does the advisor help clients – Key Takeaways:
Waystone Advisors LLC is a financial advisory firm that offers a variety of services to help clients with their financial goals. They have a team of experienced financial experts who have a deep understanding of the market and the ever-changing financial landscape.
Their key focus is on client satisfaction and building a strong relationship with their clients. They strive to provide personalized, tailored solutions to meet each client’s unique financial needs.
Facts and Insights
Founded in 2005, Waystone Advisors LLC has over 15 years of experience in the financial advisory industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor.
Their team of advisors has an average of 20 years of experience in the industry, bringing a wealth of knowledge and expertise to their clients. As of the latest data available, Waystone Advisors LLC has over $500 million in assets under management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM (in millions) |
|---|---|---|
| 2005 | 10 | $500 |
Financial Services Offered
The services offered by Waystone Advisors LLC cover a wide range of areas, including investment management, financial planning, retirement planning, tax planning, estate planning, and more. They work closely with clients to understand their unique needs and develop a personalized financial plan to help them achieve their goals.
Client Types
Waystone Advisors LLC works with a diverse range of clients, including individuals, families, and small businesses. They also have experience in serving high net worth individuals and corporate executives.
Fees & Compensation
As a fee-only advisor, Waystone Advisors LLC charges a percentage of AUM for their investment management services. For other services like financial planning, estate planning, and tax planning, they charge on an hourly or project basis. This fee structure ensures that their clients’ best interests are always their top priority.
Background
The team at Waystone Advisors LLC has a strong background in the financial industry, with extensive knowledge and experience in various areas of finance. They are committed to ongoing education and staying up-to-date with the latest market trends and regulations to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
As a registered advisor with the SEC, Waystone Advisors LLC is required to disclose any potential conflicts of interest or legal issues. This information can be found on their Form ADV, which is available to the public on the SEC’s website.