Waypoint Wealth Counsel LLC

RIASEC Registered

Total AUM

$433M

Discretionary

$417M

96% of AUM

Avg account

$814K

Accounts

532

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 171822
Registered since: May 19, 2017
Website: waypointwc.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI87.05%
Individuals9.49%
Other2.5%
Corporations / Businesses0.66%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Waypoint Wealth Counsel LLC is an independent, individual-owned registered investment adviser that entered SEC registration in 2017. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party managers on behalf of clients. Its client base is focused on individual and family relationships. Fee arrangements include AUM-based fees along with hourly, fixed, and performance-based billing options. Waypoint is not characterized as an active ESG investor and does not operate as a multi-state or pension consultant adviser. The firm was recognized by Citywire in its "50 Growers Across America" lists in both 2020 and 2021.