{
  "crd_number": 171822,
  "slug": "waypoint-wealth-counsel-llc-atlanta-ga-171822",
  "primary_business_name": "WAYPOINT WEALTH COUNSEL LLC",
  "legal_name": "WAYPOINT WEALTH COUNSEL LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-05-19",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 433270715.0,
  "raum_discretionary": 416760297.0,
  "raum_non_discretionary": 16510418.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 10848235.0,
      "count": null,
      "description": "ENDOWMENT",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1273455.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 41107691.0,
      "count": 59
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 377174098.0,
      "count": 117
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2867236.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "LA",
    "MD",
    "NC",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/waypoint-wealth-counsel",
    "https://waypointwc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171822",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822",
  "display_name": "Waypoint Wealth Counsel LLC",
  "summary": "Waypoint Wealth Counsel LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Waypoint Wealth Counsel LLC (CRD 171822): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Waypoint Wealth Counsel LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Waypoint Wealth Counsel LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Waypoint Wealth Counsel LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 states: Hourly rate: $100 an hour (consulting on topics not related to asset management). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Waypoint Wealth Counsel LLC located?",
      "a": "Waypoint Wealth Counsel LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Waypoint Wealth Counsel LLC registered with the SEC or a state?",
      "a": "Waypoint Wealth Counsel LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171822."
    },
    {
      "q": "How much does Waypoint Wealth Counsel LLC manage?",
      "a": "Waypoint Wealth Counsel LLC reports $433,270,715 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (96% discretionary)."
    },
    {
      "q": "How have Waypoint Wealth Counsel LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Waypoint Wealth Counsel LLC: Regulatory assets under management: $555,510,013 in the October 2021 data and $433,270,715 in the October 2026 data, down 22%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Waypoint Wealth Counsel LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (59)."
    },
    {
      "q": "Which custodians does Waypoint Wealth Counsel LLC use?",
      "a": "Waypoint Wealth Counsel LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Waypoint Wealth Counsel LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171822"
    },
    {
      "q": "What changed in Waypoint Wealth Counsel LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $824,280,624 to $433,270,715 (-47%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 555510013.0,
      "total_employees": 8,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 943894517.0,
      "total_employees": 9,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 609342796.0,
      "total_employees": 7,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 573067077.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 663618239.0,
      "total_employees": 6,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 433270715.0,
      "total_employees": 4,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $824,280,624 to $433,270,715 (-47%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 3.",
        "Regulatory assets under management went from $663,618,239 to $824,280,624 (+24%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 an hour (consulting on topics not related to asset management)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 an hour (consulting on topics not related to asset management)"
        ],
        "quotes": [
          "Our hourly fee for consulting on topics not related to asset management will not exceed $100 an hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting on topics not related to asset management"
        }
      ]
    },
    "quotes": [
      "Our hourly fee for consulting on topics not related to asset management will not exceed $100 an hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 41107691.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 117,
      "fewer_than_5": false,
      "raum": 377174098.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1273455.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2867236.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 10848235.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171822",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}