A complete list of active advisors currently associated with Waypoint Wealth Counsel LLC
Warmer can help you find a great advisor at Waypoint Wealth Counsel LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Waypoint Wealth Counsel 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 |
|---|---|---|
Atlanta, GA
| 17
| |
Atlanta, GA
| 3
| |
Atlanta, GA
| 19
|
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