Austin
Dean

Waystone Advisors LLC

CRD#5886688
Investment Advisor
in Redmond, WA

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About this Advisor

Austin Dean is a financial advisor based in Redmond, Washington, working with Waystone Advisors LLC. Austin has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Guide Advisors, Inc, Austin Dean, Sole Proprietor Dba Dean Advisory Group, Hornor, Townsend & Kent, LLC, Guide Advisors, Inc Fka Geer Financial Group, Inc, Dean Family Real Estate LLC, Lion Street Financial, LLC, Waystone Advisors LLC, and Lion Street Advisors, LLC. Austin has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Austin is part of Waystone Advisors LLC, which operates out of Redmond, Washington. The firm has 9 employees and manages assets totaling $111.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Waystone Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9210 218Th Avenue Ne
Redmond, WA 98053

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Waystone Advisors LLC Brokerage Details

Total Assets Under Management

$111,019,615

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

538

WA Average: 1,499
Average Account Size

$206,356

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Austin Dean Work History

2024 - Present (0 year)

Waystone Advisors LLC

2022 - Present (2 years)

Lion Street Financial, LLC

2022 - Present (2 years)

Lion Street Advisors, LLC

2021 - Present (3 years)

Dean Family Real Estate LLC

2021 - 2022 (1 year)

Guide Advisors, Inc

2020 - 2020 (< 1 year)

Austin Dean, Sole Proprietor Dba Dean Advisory Group

2020 - 2022 (2 years)

Guide Advisors, Inc Fka Geer Financial Group, Inc

2020 - 2022 (2 years)

Guide Advisors, Inc

2014 - 2020 (6 years)

Hornor, Townsend & Kent, LLC

2012 - 2020 (8 years)

Hornor Townsend & Kent Inc

2012 - 2020 (8 years)

Penn Mutual Life Ins Co

Disclosures

Please visit the SEC profile of Austin Dean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Waystone Advisors LLC

Daniel Dewhitt
Redmond, WA
Austin Dean
Redmond, WA
Peter Mathias
Redmond, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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