Matthew Woods
Waypoint Wealth Counsel · Atlanta, Georgia
Matthew Woods is a fee-only financial advisor at Waypoint Wealth Counsel in Atlanta, Georgia. Waypoint Wealth Counsel reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Matthew →
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 |
| SEC registration | Investment adviser representative in GA · CRD 5110799 |
| Exams passed | Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.waypointwc.com |
How Matthew's firm compares
- Waypoint Wealth Counsel's average account is about $814,000, from its Form ADV (assets managed divided by 532 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Woods a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew'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 Matthew Woods based?
Matthew Woods is based in Atlanta, Georgia.
Is Matthew Woods registered with the SEC?
Yes. Matthew Woods is registered as an investment adviser representative in GA (CRD 5110799), 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 Matthew Woods?
Through Matthew'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.
See something wrong? Request a correction. Read our methodology.