Robert Dossett is a CFP-designated registered investment advisor at Waypoint Financial Planning LLC, based in Milford, MA, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 37 clients with $61M 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 $500K | 0.85% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Minimum annual fee of $3,000. Fees may be negotiable.
Fee Estimator
Location
Milford, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a minority investor in iTKR Software LLC, which holds patents in the medical device field, since 2015. He spends minimal time on this business and does not solicit investments.
Employment History
Current Registrations
Waypoint Financial Planning LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.