Waystone Advisors LLC

Overview

Waystone Advisors LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its billing mixes a percentage-of-assets model with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor. Its regulatory snapshot lists it as a non–multi-state adviser even though it operates multiple offices (see Locations & Offices). Waystone’s advisory activity includes outsourcing and vetting other managers, which aligns with its role as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices