William Aquila is a CFP-designated registered investment advisor at Waypoint Financial, LLC, based in Dublin, PA, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 52 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For Comprehensive Financial Advisory Services, there is a minimum annual fee of $6,000.
Fee Estimator
Location
Dublin, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Waypoint Financial, LLC
Previous Registrations
Rockwood Wealth Management, LLC
State Registrations3 states
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