Waypoint Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 159051
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.24%
- Individuals19.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Waypoint Financial Planning LLC is an independent, individual-owned Registered Investment Adviser organized as an LLC that serves high-net-worth individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via percentage-of-AUM arrangements supplemented by hourly and fixed-fee engagements. Waypoint reports it is not a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents6%
- Other2%
- US Government Bonds1%
Contacts
1 of 1
Robert Dossett
President & OwnerCRD 5975284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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