Robert Dossett
Waypoint Financial Planning · Milford, Massachusetts
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.
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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 |
| Assets under management | $61.3M across 133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5975284 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.waypointfinancialplanning.com |
How Robert's firm compares
- Waypoint Financial Planning's average account is about $461,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Robert
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.
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
- Waypoint Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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