# Nathan Williamson

> Nathan Williamson is a fee-only financial advisor at Waystone Advisors in Stockton, California. Nathan 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.

Page: https://find.wellspent.co/advisors/nathan-williamson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Waystone Advisors
- **Based in:** Stockton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $179.3M across 663 accounts
- **Specialties:** Real estate investors, Small business owners
- **Works with:** Real estate investors
- **CRD:** 7037413 (https://adviserinfo.sec.gov/individual/summary/7037413)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2019), Series 65 (2022)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://waystoneadvisors.com

## Frequently asked questions

### Is Nathan Williamson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?

Nathan's firm, Waystone Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nathan Williamson based?

Nathan Williamson is based in Stockton, California.

### What does Nathan specialize in?

Nathan's specialties include real estate investors and small business owners. Nathan works with real estate investors.

### Is Nathan Williamson registered with the SEC?

Yes. Nathan Williamson is registered as an investment adviser representative in CA and TX (CRD 7037413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Waystone Advisors manage?

Waystone Advisors reports $179.3M across 663 accounts in assets under management.

### How do I contact Nathan Williamson?

Through Nathan's website, waystoneadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7037413): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://waystoneadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.