# Trevor Reece

> Trevor Reece is a fee-only financial advisor at Waypoint Financial Planning in Marietta, Georgia. Trevor charges an ongoing planning fee and hourly fees (ongoing planning from $6,000 a year and $250 an hour) and focuses on retirement planning, small business owners and estate & legacy planning.

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

## Facts

- **Firm:** Waypoint Financial Planning
- **Based in:** Marietta, Georgia
- **Fee model:** Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $6,000 a year; $250 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.7M across 26 accounts
- **Specialties:** Retirement planning, Small business owners, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 8078862 (https://adviserinfo.sec.gov/individual/summary/8078862)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.waypoint-fp.com/

## Frequently asked questions

### Is Trevor Reece a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trevor 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 Trevor charge for financial advice?

Trevor charges an ongoing planning fee and hourly fees.

### How much does Trevor charge?

According to Waypoint Financial Planning's website, checked October 30, 2026: ongoing planning from $6,000 a year; $250 an hour.

### Where is Trevor Reece based?

Trevor Reece is based in Marietta, Georgia.

### What does Trevor specialize in?

Trevor's specialties include retirement planning, small business owners and estate & legacy planning. Trevor works with pre-retirees and retirees.

### Is Trevor Reece registered with the SEC?

Yes. Trevor Reece is registered as an investment adviser representative in GA and TX (CRD 8078862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waypoint Financial Planning manage?

Waypoint Financial Planning reports $5.7M across 26 accounts in assets under management.

### How do I contact Trevor Reece?

Through Trevor's website, www.waypoint-fp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8078862): 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://www.waypoint-fp.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.