# Robert Dossett

> Robert Dossett is a fee-only financial advisor at Waypoint Financial Planning in Milford, Massachusetts, who holds the CFP credential. Waypoint Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-dossett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Waypoint Financial Planning
- **Based in:** Milford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $61.3M across 133 accounts
- **Credentials:** CFP
- **CRD:** 5975284 (https://adviserinfo.sec.gov/individual/summary/5975284)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.waypointfinancialplanning.com

## Frequently asked questions

### Is Robert Dossett a fee-only financial advisor?

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

### How does Robert charge for financial advice?

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

### Where is Robert Dossett based?

Robert Dossett is based in Milford, Massachusetts.

### What credentials does Robert Dossett hold?

Robert Dossett holds the CFP credential.

### Is Robert Dossett registered with the SEC?

Yes. Robert Dossett is registered as an investment adviser representative in MA (CRD 5975284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waypoint Financial Planning manage?

Waypoint Financial Planning reports $61.3M across 133 accounts in assets under management.

### How do I contact Robert Dossett?

Through Robert's website, www.waypointfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5975284): 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
- The firm's website (https://waypointfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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