Waypoint Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Waypoint Financial Planning, LLC serves individuals, high‑net‑worth clients, charitable organizations, corporations, and trusts, providing fee‑only investment management and both project‑based and ongoing financial planning services. The firm also offers access to an online cash management program through a third‑party provider, made available to clients with their consent.
Waypoint delivers discretionary portfolio management guided by individualized investment policies and asset‑allocation targets, using modern portfolio theory together with fundamental and cyclical analysis to evaluate stocks, bonds, mutual funds, and ETFs. The adviser tailors recommendations to client risk tolerance and goals, permits reasonable client‑imposed restrictions in writing, and does not state a minimum account size.
Founded in 2025 as a small, single‑advisor RIA, Waypoint reports approximately $11.6 million in discretionary assets under management, which is notable given the firm’s recent establishment. Distinctive operational practices include not aggregating (block) trades across client accounts and relying on custodian statements for client reporting, and the firm also incorporates business‑planning and employee‑benefits consulting into its planning services.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ranging from $100 to $20,000; initial fee up to $6,000 for Ongoing Financial Planning
$0 - $2,000,000: 0.85% $2,000,001+: 0.50%
$250 per hour for Project-Based Financial Planning
Recurring fixed fee for Ongoing Financial Planning ranging from $100 to $20,000 paid monthly or quarterly
Fee-only: Ongoing Financial Planning: initial fee up to $6,000 plus recurring fixed fee ranging from $100 to $20,000 paid monthly or quarterly; Project-Based Financial Planning: fixed fees range from $100 to $20,000 or $250/hour
Main office
Marietta GA
Advisors at this office
1
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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