Waypoint Financial, LLC

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Client assets under management

$36,722,001

Clients

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$612,033

About

Waypoint Financial, LLC serves individuals (including high-net-worth clients), small businesses, and 401(k) plans, providing investment management, comprehensive financial planning, and fee-based fundamental research. The firm manages tailored portfolios and planning engagements for a small client base (roughly 60 clients) with about $37 million in discretionary assets under management.

The firm primarily employs passive investment management, constructing portfolios from index mutual funds and exchange-traded funds guided by client-specific investment policy statements and tax considerations. Alongside its passive implementation, Waypoint produces fundamental research and provides that research on a non-discretionary, fee basis, and integrates portfolio decisions with broader financial planning work.

Notably, Waypoint offers participant education for 401(k) plans and related workshops, an offering that is uncommon among similarly sized advisors. The firm’s combination of paid standalone fundamental research, both fixed-fee and hourly planning options, and a small two-advisor team managing individualized relationships distinguishes it from many peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Advisory services to 401(k) plans, fundamental research on companies and sectors

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Fixed

Financial Planning fixed fees ranging from $2,400 to $12,000; Fundamental Research fixed fees $1,000 to $2,000 per stock/sector per month

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Project-based

Financial Planning hourly rate of $500 per hour, negotiable

Other

Minimum fee: Minimum annual fee of $6,000 for Comprehensive Financial Advisory Services, negotiable and pro-rated Fee-only: Financial Planning fixed fee ranging from $2,400 to $12,000, negotiable; Financial Planning hourly fee of $500/hour, negotiable; Fundamental Research fixed fee $1,000 - $2,000 per stock/sector per month, charged quarterly in arrears

Main office location

Waypoint Financial, LLC

Dublin PA, United States

Number of offices

Most active in

Connecticut · New Jersey · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 267-871-0123

Advisors at this firm

William A

CFP®, Series 66

Dublin, PA

Waypoint Financial, LLC

William Aquila is a CFP® professional with 15 years of industry experience. He has been with Waypoint Financial, LLC since 2016. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management through diversified, low-cost portfolios, while also providing non-discretionary fundamental research and business-planning consulting.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Lukasz T

CFA®

Weston, CT

Waypoint Financial, LLC

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

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