WAYNE C. BEST

TAMALPAIS ASSET MANAGEMENT | Senior Wealth Advisor

La Conner, WA

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CRD#: 4324237

Professional summary

WAYNE CAMERON BEST, who also goes by Wayne Best, is a registered financial advisor currently at TAMALPAIS ASSET MANAGEMENT located in La Conner, Washington.

WAYNE is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. WAYNE has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 24, Series 9 and Series 10 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Retirement Income Management

Comprehensive Financial Planni...

Estate Planning

Investment Planning

What is your minimum asset requirement?

500K

How do you get paid?

Commission and Fee

Are you a "fiduciary"?

Yes

Aliases

Wayne Best

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Owner of Align Financial Services. Align is paid based on AUM at Tamalpais Asset Management. 2) rental property income from 1482 Empire Ave in Park City, UT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view WAYNE CAMERON BEST's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2025 - Present

TAMALPAIS ASSET MANAGEMENT

RIA

CRD#: 301017

La Conner, WA

Past

January 6, 2022 - April 9, 2025

MARIN WEALTH ADVISORS LLC

RIA

CRD#: 123237

Bellingham, WA

Past

August 9, 2013 - December 31, 2021

MARIN WEALTH ADVISORS LLC

RIA

CRD#: 123237

SAN RAFAEL, CA

Past

June 7, 2013 - May 1, 2019

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

SAN RAFAEL, CA

Past

June 7, 2013 - May 1, 2019

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

SAN RAFAEL, CA

Past

June 1, 2009 - June 28, 2013

MORGAN STANLEY

RIA

CRD#: 149777

SAN RAFAEL, CA

Past

June 1, 2009 - June 28, 2013

MORGAN STANLEY

CRD#: 149777

SAN RAFAEL, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN RAFAEL, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN RAFAEL, CA

Past

May 7, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN RAFAEL, CA

Past

February 8, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SAN RAFAEL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | TANDEM ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT | SAGE PATH ADVISORY SERVICES

CRD#: 301017 / SEC#: 801-132936

RIA

Registered Investment Advisory firm - (6/6/2025 Approved)

California

Registered Investment Advisory firm - (7/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/16/2025)

IAR

Washington
(6/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/2/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/12/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/7/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/22/2015

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 9/2/2005

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/1/2005

General Securities Sales Supervisor - General Module Examination

Current Firm

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | TANDEM ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT, LLC | TAMALPAIS ASSET MANAGEMENT | SAGE PATH ADVISORY SERVICES

CRD#: 301017 / SEC#: 801-132936

RIA

Registered Investment Advisory firm - (6/6/2025 Approved)

California

Registered Investment Advisory firm - (7/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

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Contact information

Main Address

900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939

Mailing Address

Phone number

(415) 723-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-TAMALPAIS ASSET MANAGEMENT, LLC (6/24/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 209,461,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

WAYNE C. BEST

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view WAYNE CAMERON BEST's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIN WEALTH ADVISORS LLC

MARIN WEALTH ADVISORS LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST SECURITIES, L.L.C.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TAMALPAIS ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2001

SIE

Date: 10/1/2018

Series 31

Date: 3/12/2001

Series 7

Date: 2/7/2001

Series 24

Date: 4/22/2015

Series 9

Date: 9/2/2005

Series 10

Date: 9/1/2005

Current Firm

TAMALPAIS ASSET MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAMALPAIS ASSET MANAGEMENT

TRUST BUT VERIFY

Contact information

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