WAYPOINT FINANCIAL PLANNING, LLC

WAYPOINT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 336377). Regulatory assets under management: $5.7M.

Registration

• CRD: 336377
• Type: Registered investment adviser
• Phone: 646-726-2136
• Latest filing: 2026-06-30
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 1
• Accounts: 26

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 336377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search