Waypoint Wealth Counsel LLC

RIASEC RegisteredEst. 2017

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 registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with tailored portfolio management. Core advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of outside advisers when needed. The firm uses a flexible fee model — including asset-based fees, hourly and fixed fees, and the option of performance-based arrangements — and does not advertise itself as an active ESG investor. Waypoint received mention in Citywire’s "50 Growers Across America" lists in both 2020 and 2021.