Waypoint Financial, LLC

Overview

Waypoint Financial, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its advisory engagement mix includes discretionary portfolio management for the bulk of client assets, supported by hourly and fixed-fee arrangements in addition to percentage-of-AUM billing. Investment approach centers on public funds and mutual funds as core building blocks for client portfolios. Filings indicate the firm is not an active ESG investor and does not function as a capital allocator; instead it constructs portfolios from pooled public vehicles and separately managed accounts where appropriate. Client relationships skew toward managed, discretionary mandates rather than execution-only or advisory-only arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices