Trevor Reece
Waypoint Financial Planning · Marietta, Georgia
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $5.7M across 26 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 8078862 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.waypoint-fp.com |
| Profile |
How Trevor's firm compares
- Ongoing planning starts at $6,000 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Waypoint Financial Planning's average account is about $220,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Trevor
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.
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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