# Lukasz Thieme

> Lukasz Thieme is a fee-only financial advisor at Waypoint Financial in Weston, Connecticut, who holds the CFP and CFA credentials. Waypoint Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lukasz-thieme/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Waypoint Financial
- **Based in:** Weston, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $37.1M across 201 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4133235 (https://adviserinfo.sec.gov/individual/summary/4133235)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.waypointfinancial.us

## Frequently asked questions

### Is Lukasz Thieme a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lukasz holds no broker registration, and Waypoint Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lukasz charge for financial advice?

Lukasz's firm, Waypoint Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lukasz Thieme based?

Lukasz Thieme is based in Weston, Connecticut.

### What credentials does Lukasz Thieme hold?

Lukasz Thieme holds the CFP and CFA credentials.

### Is Lukasz Thieme registered with the SEC?

Yes. Lukasz Thieme is registered as an investment adviser representative in CT (CRD 4133235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waypoint Financial manage?

Waypoint Financial reports $37.1M across 201 accounts in assets under management.

### How do I contact Lukasz Thieme?

Through Lukasz's website, www.waypointfinancial.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4133235): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.