Wayne Best
Tamalpais Asset Management · La Conner, Washington
Wayne Best is a fee-only financial advisor at Tamalpais Asset Management in La Conner, Washington. Wayne focuses on estate & legacy planning, real estate investors and small business owners. Tamalpais Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
- Real estate investors
- Divorced individuals
- Pre-retirees
Facts
| Firm | Tamalpais Asset Management |
|---|---|
| Based in | La Conner, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $262.5M across 689 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 4324237 |
| Exams passed | Series 66 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.tamalpaisam.com |
| Profile |
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Questions about Wayne
Is Wayne Best a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Tamalpais Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wayne charge for financial advice?
Wayne's firm, Tamalpais Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Wayne Best based?
Wayne Best is based in La Conner, Washington.
What does Wayne specialize in?
Wayne's specialties include estate & legacy planning, real estate investors and small business owners. Wayne works with tech employees, ultra high net worth, real estate investors, divorced individuals and pre-retirees.
Is Wayne Best registered with the SEC?
Yes. Wayne Best is registered as an investment adviser representative in CA and WA (CRD 4324237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tamalpais Asset Management manage?
Tamalpais Asset Management reports $262.5M across 689 accounts in assets under management.
How do I contact Wayne Best?
Through Wayne's website, www.tamalpaisam.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
- Tamalpais Asset Management 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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