Firm
Waypoint Financial Planning
Marietta, Georgia
Fee-only
Waypoint Financial Planning at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients, 4 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | waypoint-fp.com |
| Phone | (646) 726-2136 |
Waypoint Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Hourly | $250 an hour |
| How it charges | Ongoing planning fee · Hourly |
In the firm's words
"most fees typically ranging from $6,000 to $10,000 per year, split into monthly or quarterly payments" source
"we also offer financial consulting at an hourly rate of $250" source
"most fees typically ranging from $6,000 to $10,000 per year, split into monthly or quarterly payments" source
"we also offer financial consulting at an hourly rate of $250" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 3 |
| High-net-worth clients | 4 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 336377 |