Lukasz Thieme
Waypoint Financial · Weston, Connecticut
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.
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Facts
| Firm | Waypoint Financial |
|---|---|
| Based in | Weston, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.1M across 201 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 4133235 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.waypointfinancial.us |
How Lukasz'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 Lukasz
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.
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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