Waypoint Wealth Management
SEC RegisteredFind your way with Waypoint.
About the firm
Waypoint is an independent, fee-only financial advisory firm guiding clients to lead fulfilling lives in their retirement years. They offer plain-spoken advice and experienced perspective, helping people move past financial conflicts and complexities to achieve financial peace of mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent, fee-only financial advising with a focus on retirement planning, investment planning, and evidence-based guidance for individuals and families
Who they serve
Individuals and families, particularly those in or approaching retirement years
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 132 | $60M |
| High Net Worth Individuals | 72 | $179M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $2,000,000 | 0.70% |
| All amounts thereafter | 0.60% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waypoint Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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