Daniel DeWhitt
Waystone Advisors · Redmond, Washington
Daniel DeWhitt is a fee-only financial advisor at Waystone Advisors in Redmond, Washington. Daniel focuses on real estate investors and small business owners. Waystone Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Waystone Advisors |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $179.3M across 663 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 7891416 |
| Exams passed | Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | waystoneadvisors.com |
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Questions about Daniel
Is Daniel DeWhitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Waystone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Waystone Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel DeWhitt based?
Daniel DeWhitt is based in Redmond, Washington.
What does Daniel specialize in?
Daniel's specialties include real estate investors and small business owners. Daniel works with real estate investors.
Is Daniel DeWhitt registered with the SEC?
Yes. Daniel DeWhitt is registered as an investment adviser representative in TX and WA (CRD 7891416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waystone Advisors manage?
Waystone Advisors reports $179.3M across 663 accounts in assets under management.
How do I contact Daniel DeWhitt?
Through Daniel's website, waystoneadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Waystone Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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