Bill Aquila
Waypoint Financial · Dublin, Pennsylvania
Bill Aquila is a fee-only financial advisor at Waypoint Financial in Dublin, Pennsylvania, who holds the CFP credential. Bill charges a percentage of assets and an ongoing planning fee.
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Facts
| Firm | Waypoint Financial |
|---|---|
| Based in | Dublin, Pennsylvania |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $37.1M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NJ, PA · CRD 5547406 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | waypointfinancial.us |
| Profile |
How Bill's firm compares
- Waypoint Financial's average account is about $185,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Bill
Is Bill Aquila a fee-only financial advisor?
Yes. Bill Aquila is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bill's firm.
How does Bill charge for financial advice?
Bill charges a percentage of assets and an ongoing planning fee.
Does Bill work with clients virtually?
Yes. Waypoint Financial says on its website that it works with clients remotely.
Where is Bill Aquila based?
Bill Aquila is based in Dublin, Pennsylvania.
What credentials does Bill Aquila hold?
Bill Aquila holds the CFP credential.
Is Bill Aquila registered with the SEC?
Yes. Bill Aquila is registered as an investment adviser representative in CT, NJ and PA (CRD 5547406), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Waypoint Financial manage?
Waypoint Financial reports $37.1M across 201 accounts in assets under management.
How do I contact Bill Aquila?
Through Bill's website, waypointfinancial.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Waypoint Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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