Mark Wyand
Layline Advisors · Rochester, New York
Mark Wyand is a fee-only financial advisor at Layline Advisors in Rochester, New York, who holds the CFA credential. Layline Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Layline Advisors |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $131.3M across 418 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5402543 |
| Exams passed | Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.laylineadvisors.com |
How Mark's firm compares
- Layline Advisors's average account is about $314,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Mark
Is Mark Wyand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Layline Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Layline Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Wyand based?
Mark Wyand is based in Rochester, New York.
What credentials does Mark Wyand hold?
Mark Wyand holds the CFA credential.
Is Mark Wyand registered with the SEC?
Yes. Mark Wyand is registered as an investment adviser representative in TX (CRD 5402543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Layline Advisors manage?
Layline Advisors reports $131.3M across 418 accounts in assets under management.
How do I contact Mark Wyand?
Through Mark's website, www.laylineadvisors.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
- 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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