Waypoint Wealth Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Waypoint Wealth Counsel is an SEC-registered wealth management firm that serves individuals (including high‑net‑worth clients), pensions, foundations, trusts, estates and charitable organizations, reporting about $433.3 million in assets under management as of April 30, 2026 across roughly 176 client relationships and three investment professionals. The firm provides discretionary portfolio management, financial planning, retirement plan advisory and fiduciary management services, and also offers separate‑account manager arrangements and limited use of the Schwab Intelligent Portfolios platform.
The firm builds portfolios around a client Investment Policy Statement and uses a mix of fundamental, technical and other analyses to select positions and manage risk, often implementing manager‑based sleeves when appropriate. Waypoint may refer clients to other advisers for options‑based hedging strategies (covered‑call spreads and collars) and, for qualified investors, co‑manages private funds that pursue private market sleeves such as private credit, real estate and specialist private equity; it discloses that these vehicles and certain strategies employ derivatives and carry liquidity and valuation risks.
What distinguishes Waypoint from many peers is its role as co‑investment manager of the Waypoint Private Access Funds and the receipt of performance‑based compensation (carried interest) and differing fee arrangements across client accounts and fund investors, a side‑by‑side management dynamic the firm addresses through allocation policies and disclosure. The firm also documents separate fee arrangements for option strategies (including billing based on notional option value) and discloses potential conflicts related to recommending its own funds and its institutional relationships with custodians.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $0 to $12,000, negotiable based on engagement scope and complexity
$0 - $10,000,000: 1.00% annually $10,000,001 - $20,000,000: 0.75% annually $20,000,001+: 0.50% annually
Up to $100 per hour for consulting on non-asset management topics
Performance-based fees (carried interest) received from Waypoint Private Access Funds (for non-Waypoint client investors)
Insurance product separate account management includes a $20 (or range) monthly subscription fee per contract
Account minimum: $2,000,000 Minimum fee: $15,000 minimum annual fee per household
Main office
3715 Northside Parkway NW, Building 100, Suite 310
Atlanta GA 30327
Advisors at this office
3
Most active in
Alabama · California · Florida · Georgia · Louisiana · Maryland · North Carolina · 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.
Quick links
Advisors at this firm
Bradley M
CFP®, Series 66
Atlanta, GA
Waypoint Wealth Counsel LLC
Bradley Mcgrew is a CFP® and holds a Series 66 license with 17 years of experience in the financial advisory industry. He has worked at Waypoint Wealth Counsel LLC since 2014 and previously at MAI Capital Management, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages discretionary portfolios, offers financial planning and fiduciary services, and employs a mix of fundamental and technical analyses, often implementing manager-based investment sleeves.
William S
CFP®
Atlanta, GA
Waypoint Wealth Counsel LLC
William Scott is a CFP® professional with three years of industry experience. He is currently associated with MAI Capital Management, LLC and previously worked at Waypoint Wealth Counsel LLC for nine years. Before entering the financial services industry, he studied at the University of Georgia. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, employing a mix of fundamental and technical analyses alongside manager-based sleeves and co-managed private funds.
Matthew W
Series 66
Atlanta, GA
Waypoint Wealth Counsel LLC
Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at MAI Capital Management, LLC and has been with Waypoint Wealth Counsel since 2014. Outside of his advisory work, he is involved in managing rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, estates, and charitable organizations. The firm manages approximately $433.3 million in assets and offers discretionary portfolio management, financial planning, retirement plan advisory, and fiduciary management services, using a mix of fundamental and technical analyses and incorporating manager-based sleeves and specialized private market strategies.
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