WAYPOINT FINANCIAL PLANNING LLC

WAYPOINT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 159051). Regulatory assets under management: $61.3M.

Registration

• CRD: 159051
• Type: Registered investment adviser
• Phone: 508-488-6577
• Latest filing: 2026-03-06
• Regulatory AUM: $61.3M
• Discretionary AUM: $51.4M
• Non-discretionary AUM: $9.9M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search