Waypoint Financial Planning LLC

Overview

Waypoint Financial Planning LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills clients on an assets‑under‑management basis and also uses hourly and fixed fees for planning work. Investment activity skews toward public equities—primarily exchange‑traded securities and ETFs—supported by mutual funds and separately managed account structures. Waypoint is not positioned as a capital allocator; it accesses external managers and funds rather than running pooled vehicles in-house. Clients are private individuals and families. The advisory program appears to favor discretionary portfolio management, with a firm preference for liquid, exchange‑traded instruments for core exposure and third‑party managers for specialized or illiquid allocations. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices