Nathan Williamson
Waystone Advisors · Stockton, California
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.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Waystone Advisors |
|---|---|
| Based in | Stockton, California |
| 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 CA, TX · CRD 7037413 |
| Exams passed | Series 63 (2019) · Series 65 (2022) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | waystoneadvisors.com |
| Profile |
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Questions about Nathan
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.
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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