# Waypoint Financial Planning, LLC

> Waypoint Financial Planning, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 336377
- Filed as: WAYPOINT FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336377
- AdvisorCensus page: https://advisorcensus.com/firm/waypoint-financial-planning-llc-336377

## Quick answers

**How is Waypoint Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waypoint Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Waypoint Financial Planning, LLC registered with the SEC or a state?**
Waypoint Financial Planning, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336377.

**How much does Waypoint Financial Planning, LLC manage?**
Waypoint Financial Planning, LLC reports $5,712,073 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**What types of clients does Waypoint Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (3).

**Does Waypoint Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336377

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,712,073
- Discretionary: $5,712,073
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $712,858 |
| High net worth individuals | 4 | $4,999,215 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waypoint-fp.com
- LinkedIn @waypoint-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waypoint Financial Planning, LLC (CRD 336377): Form ADV filing data as of October 2026.