Advisor at Waypoint Financial Planning, LLC
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Firm
Waypoint Financial Planning, LLC
Location
Marietta, GA
Credentials
Series 65
Industry experience
< 1 year
Trevor Reece is a financial advisor at Waypoint Financial Planning, LLC in Marietta, GA. He holds a Series 65 designation and has prior experience at Blue Trust and McKinsey & Company. His background includes nine years in management consulting and two years in financial services. Waypoint Financial Planning is a fee-only independent adviser serving individuals, high-net-worth clients, charitable organizations, corporations, trusts, and estates. The firm employs modern portfolio theory with a mix of passive and active strategies and offers both discretionary investment management and financial planning services.
Based on Waypoint Financial Planning, LLC
Project-Based Financial Planning fixed fees range from $100 to $20,000; Ongoing Financial Planning initial fee up to $6,000; recurring fixed fees from $100 to $20,000
$0 - $2,000,000: 0.85% $2,000,001+: 0.50%
$250 per hour for Project-Based Financial Planning
Ongoing Financial Planning recurring fixed fee paid monthly or quarterly, ranging from $100 to $20,000
Fee-only: Fee-only advisor, no commissions or sales-related compensation received
Marietta, GA
Georgia · Texas
Waypoint Financial Planning, LLC
2025 - Present (1 year)
Blue Trust
2023 - 2025 (2 years)
Sabbatical
2022 - 2023 (1 year)
McKinsey & Company
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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