{
  "crd_number": 328565,
  "slug": "waystone-advisors-llc-redmond-wa-328565",
  "primary_business_name": "WAYSTONE ADVISORS LLC",
  "legal_name": "WAYSTONE ADVISORS LLC",
  "dbas": [],
  "city": "Redmond",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-12-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 179345970.0,
  "raum_discretionary": 179345970.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 396525.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 55705637.0,
      "count": 258
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 123243808.0,
      "count": 45
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "ID",
    "LA",
    "MO",
    "NJ",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/WaystoneAdvisors",
    "https://linkedin.com/company/waystoneadvisorsllc",
    "https://waystoneadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328565",
  "city_as_filed": "REDMOND",
  "url": "https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565",
  "display_name": "Waystone Advisors LLC",
  "summary": "Waystone Advisors LLC is an SEC-registered investment advisory firm in Redmond, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Waystone Advisors LLC (CRD 328565): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Waystone Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Waystone Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Waystone Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 7, 2026 states: Up to $1,000,000: 0.99% a year; $1,000,001 to $4,000,000: 0.85% a year; Above $4,000,001: 0.5% a year; Hourly rate: up to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Waystone Advisors LLC located?",
      "a": "Waystone Advisors LLC's principal office is in Redmond, WA, according to its Form ADV."
    },
    {
      "q": "Is Waystone Advisors LLC registered with the SEC or a state?",
      "a": "Waystone Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328565."
    },
    {
      "q": "How much does Waystone Advisors LLC manage?",
      "a": "Waystone Advisors LLC reports $179,345,970 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Waystone Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Waystone Advisors LLC: Regulatory assets under management: $111,019,615 in the October 2024 data and $179,345,970 in the October 2026 data, up 62%. Total employees: 10 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Waystone Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (45); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Waystone Advisors LLC use?",
      "a": "Waystone Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Equity Trust Company as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Waystone Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328565"
    },
    {
      "q": "What changed in Waystone Advisors LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111019615.0,
      "total_employees": 10,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 136129940.0,
      "total_employees": 14,
      "filing_date": "2025-05-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 179345970.0,
      "total_employees": 14,
      "filing_date": "2026-08-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $136,129,940 to $172,829,393 (+27%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "0.99%"
      },
      {
        "band": "$1,000,001 to $4,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $4,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: up to $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 0.99% a year",
          "$1,000,001 to $4,000,000: 0.85% a year",
          "Above $4,000,001: 0.5% a year"
        ],
        "quotes": [
          "Investment advisory fees are based on the following schedule: Assets Under Management ($) 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%",
          "Fees may be negotiable at the sole discretion of the Advisor"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Waystone Advisors offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range up to $300 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 0.99
        },
        {
          "min": 1000001.0,
          "max": 4000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 4000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees are based on the following schedule: Assets Under Management ($) 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%",
      "Fees may be negotiable at the sole discretion of the Advisor",
      "Waystone Advisors offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range up to $300 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Equity Trust Company",
      "name_as_filed": "EQUITY TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 258,
      "fewer_than_5": false,
      "raum": 55705637.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 123243808.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 396525.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328565",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}