Waypoint Wealth Counsel LLC

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Client assets under management

$801,244,998

Clients

256

60% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$3,129,863

About

Waypoint Wealth Counsel primarily serves individual and high-net-worth clients and also provides retirement plan consulting, pensions, foundations, trusts, estates, and charitable organizations. Services include discretionary portfolio management, financial planning, selection and monitoring of separate account managers, variable insurance sub-account management, and limited use of Charles Schwab’s Intelligent Portfolios program.

Waypoint builds individualized portfolios using an Investment Policy Statement and a mix of fundamental, technical, charting and cyclical analysis, and typically manages client assets on a discretionary basis while monitoring and, when appropriate, replacing third‑party managers. The firm also co-manages private funds and may employ derivatives for qualified clients and within fund strategies (including options and collar strategies via referrals), and discloses side‑by‑side management and carried‑interest arrangements that it addresses with allocation and oversight policies.

Distinctive features include acting as co‑investment manager for the Waypoint Private Access Fund I and II and affiliated relationships with a digital alternative investment platform, with the firm receiving portions of fund management fees and carried interest for non‑client investors. Managing roughly $824 million for about 256 client relationships, Waypoint combines traditional wealth management and retirement plan fiduciary services with private fund co‑management and access to options/derivative strategies—capabilities that are relatively uncommon among peer team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $10,000,000: 1.00% annually $10,000,001 - $20,000,000: 0.75% annually $20,000,001+: 0.50% annually

Project-based

Up to $100 per hour for consulting not related to asset management

Performance-based

Performance-based fees (carried interest) from private funds for non-Waypoint clients

Subscriptions

$20 monthly subscription fee per contract charged by insurance carrier for separate account management

Other

Account minimum: $2,000,000 Minimum fee: $15,000 minimum annual fee per household Fee-only: Financial planning fees typically range from $0 to $12,000, hourly consulting fees up to $100/hour

Main office location

Waypoint Wealth Counsel LLC

3715 Northside Parkway Nw, Building 100, Suite 310

Atlanta GA 30327, United States

Number of offices

Most active in

Alabama · California · Florida · Georgia · Louisiana · Maryland · North Carolina · Texas

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 404-955-7481

Advisors at this firm

Bradley M

CFP®, Series 66

Atlanta, GA

Waypoint Wealth Counsel LLC

Bradley Mcgrew is a CFP® with 16 years of industry experience, currently serving as an advisor at Waypoint Wealth Counsel LLC since 2014. He holds a Series 66 license and is based in Atlanta, GA. Waypoint Wealth Counsel is an SEC-registered wealth management firm that serves individuals, including high-net-worth clients, as well as pensions, foundations, trusts, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan advisory services, emphasizing disciplined risk management and access to alternative investment strategies for qualified clients.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

William S

CFP®

Atlanta, GA

Waypoint Wealth Counsel LLC

William Scott is a CFP® professional at Waypoint Wealth Counsel LLC in Atlanta, GA, with two years of industry experience. He has been with Waypoint Wealth Counsel since 2017 and previously worked briefly at Raymond James. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, emphasizing disciplined risk management and offering access to alternative investment strategies and options-based hedging for qualified clients.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

Matthew W

Series 66

Atlanta, GA

Waypoint Wealth Counsel LLC

Matthew Woods is a financial advisor at Waypoint Wealth Counsel LLC in Atlanta, GA, holding a Series 66 designation with 19 years of industry experience. He has been with Waypoint Wealth Counsel since 2014. Outside of his advisory role, he manages rental properties. Waypoint Wealth Counsel is an SEC-registered wealth management firm serving individuals, pensions, foundations, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement plan advisory services with a focus on disciplined risk management and access to alternative investment strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

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