Waypoint Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,712,073
Total clients
7
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$816,010
About
Waypoint Financial Planning is a fee-only independent investment adviser that provides discretionary investment management and both project-based and ongoing financial planning to individuals — including high‑net‑worth clients — as well as charitable organizations, corporations, trusts, and estates. As of December 2025 the firm reported approximately $5.7 million in discretionary assets under management spread across seven client relationships.
The firm establishes personalized investment policies and asset‑allocation targets using modern portfolio theory and a combination of passive and active strategies, with fundamental and cyclical analysis informing security selection and typically longer-term holdings. Clients receive either one‑time project plans or ongoing planning engagements that cover business planning, retirement and distribution strategies, tax and estate considerations, insurance review, and coordination with third‑party professionals.
Notable features relative to many peers include a very small, concentrated client base and the firm’s broad client types (individuals, HNW, charities, businesses, and trusts) despite its limited scale and recent formation in 2025. The firm also offers access to a third‑party cash management program (Flourish Cash) to clients — a separate service from investment management — and the principal’s background includes both financial planning and prior management consulting experience.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Retirement withdrawal strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
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
Main office location
Waypoint Financial Planning, LLC
Marietta GA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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