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Austin Douglas Dean

Waystone Advisors LLC

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About Austin Douglas Dean

Austin Dean is a financial advisor with over 12 years of experience in the financial services industry. Austin holds the Series 66, Series 7, and SIE licenses. Austin is a Certified Financial Planner™ and a Chartered Financial Consultant. Austin currently works at Waystone Advisors LLC and specializes in working with individuals, high-net-worth individuals, and charitable organizations. Austin also offers financial planning, portfolio management, and selection of other advisers services. Prior to joining Waystone Advisors LLC, Austin worked at LION STREET FINANCIAL, LLC and HORNOR, TOWNSEND & KENT, LLC.

Firm Information

Austin Dean is currently registered with Waystone Advisors LLC. Waystone Advisors LLC is an independent Registered Investment Advisor (RIA) headquartered in with approximately $111 million in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Waystone Advisors LLC has two licensed agents and two investment adviser representatives.

$111.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Dean’s Registration & Firm History

WA

01/05/2024 - Present

Waystone Advisors LLC (REDMOND WA)

WA

04/26/2022 - 02/01/2024

LION STREET FINANCIAL, LLC (Redmond WA)

WA

05/21/2012 - 05/01/2020

HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 06/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Douglas Dean.
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