WAYPOINTS FINANCIAL
Firm details
- Headquarters
- SEBRING, Florida
- CRD number
- 157494
- Registered since
- July 19, 2024
- Website
- www.waypointsfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.51%
- Individuals35.97%
- Charitable Organizations1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Waypoints Financial LLC is an independent registered investment advisor that entered SEC registration in 2024 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its billing model includes AUM-based fees alongside hourly and fixed-fee arrangements. Waypoints does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents35%
- Exchange Traded Equities27%
- US Government Bonds3%
Contacts
3 of 3JOHN CLARK
Financial AdvisorCRD 2139449
VICTOR DIVIETRO
Senior Vice PresidentCRD 2652020
THOMAS CRUTCHFIELD
Senior Vice PresidentCRD 2846546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEBRING, FL
HIGHLANDS
Location
SEBRING, FL
Headquartered in SEBRING, FL, in the South of the United States.
- Region
- South
- County
- HIGHLANDS
- Address
- 149 E Center Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SECOND HALF FINANCIAL PARTNERS, LLC
RIASEBRING, FL
LIGHTVIEW CAPITAL, LLC
RIAWEST PALM BEACH, FL
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
RIALAKEWOOD RANCH, FL
BELHEALTH INVESTMENT PARTNERS, LLC
RIAFort Lauderdale, FL
TODD WEALTH MANAGEMENT LLC
RIAVENICE, FL
SETTIAN CAPITAL LP
RIAST. AUGUSTINE, FL