William Scott
Waypoint Wealth Counsel · Atlanta, Georgia
William Scott is a fee-only financial advisor at Waypoint Wealth Counsel in Atlanta, Georgia, who holds the CFP credential. Waypoint Wealth Counsel reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6233534 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.waypointwc.com |
How William's firm compares
- Waypoint Wealth Counsel's average account is about $814,000, from its Form ADV (assets managed divided by 532 accounts).
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Questions about William
Is William Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William'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 William Scott based?
William Scott is based in Atlanta, Georgia.
What credentials does William Scott hold?
William Scott holds the CFP credential.
Is William Scott registered with the SEC?
Yes. William Scott is registered as an investment adviser representative in GA (CRD 6233534), 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 William Scott?
Through William'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.
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