WB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
683 clients
Average Client Portfolio
$307K average
Assets Under Management
$209.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. There is no minimum account size required to work with them.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
La Conner, WA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wayne owns Align Financial Services, which is compensated based on assets under management at Tamalpais Asset Management. He also receives rental property income from a property in Park City, UT.
Employment History
Current Registrations
Tamalpais Asset Management
May 2025 - Present · 8 mos
Previous Registrations
Marin Wealth Advisors LLC
January 2022 - April 2025 · 3 yrs 3 mos
Marin Wealth Advisors LLC
August 2013 - December 2021 · 8 yrs 4 mos
Lasalle St. Investment Advisors, L.L.C.
June 2013 - May 2019 · 5 yrs 11 mos
Lasalle St Securities, L.L.C.Broker
June 2013 - May 2019 · 5 yrs 11 mos
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan Stanley Broker
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2001 - April 2007 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.