Firm
Waypoint Financial
Dublin, Pennsylvania
Fee-only
Waypoint Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 60 individual clients, 10 of them high net worth.
- Its average account is about $185,000 (assets it manages divided by its 201 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Dublin, Pennsylvania |
|---|---|
| Website | waypointfinancial.us |
| [email protected] | |
| Phone | (206) 168-4858 |
Waypoint Financial fees
Waypoint Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $37 million |
| Individual clients | 50 |
| High-net-worth clients | 10 |
| Accounts managed | 201 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 284021 |