Waypoint Financial Planning offers investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, corporations, and trusts. Waypoint is a fee-only firm, meaning it only gets paid by its clients for its services. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$5.7M
Clients7
Advisors1
Avg. per Client$820K
Avg. per Advisor$5.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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