A complete list of active advisors currently associated with Waypoint Financial Planning, LLC

Warmer can help you find a great advisor at Waypoint Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Waypoint Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Reece	Marietta, GA	1

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