Bradley McGrew
Waypoint Wealth Counsel · Atlanta, Georgia
Bradley McGrew is a fee-only financial advisor at Waypoint Wealth Counsel in Atlanta, Georgia, who holds the CFP credential. Waypoint Wealth Counsel reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Waypoint Wealth Counsel |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $433.3M across 532 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, LA, TX · CRD 5223609 |
| Exams passed | Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.waypointwc.com |
How Bradley's firm compares
- Waypoint Wealth Counsel's average account is about $814,000, from its Form ADV (assets managed divided by 532 accounts).
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Questions about Bradley
Is Bradley McGrew a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Waypoint Wealth Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Waypoint Wealth Counsel, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Bradley McGrew based?
Bradley McGrew is based in Atlanta, Georgia.
What credentials does Bradley McGrew hold?
Bradley McGrew holds the CFP credential.
Is Bradley McGrew registered with the SEC?
Yes. Bradley McGrew is registered as an investment adviser representative in GA, LA and TX (CRD 5223609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waypoint Wealth Counsel manage?
Waypoint Wealth Counsel reports $433.3M across 532 accounts in assets under management.
How do I contact Bradley McGrew?
Through Bradley's website, www.waypointwc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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