SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Waypoint Wealth Counsel LLC
Atlanta, GA
CRD 171822
Firm filing updated August 4, 2026 ·
- $433.3MAssets
- 3Advisory staff
- 532Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals117
- Individuals59
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 59 | $41.1 million |
| High net worth individuals | 117 | $377.2 million |
| Charitable organizations | Fewer than 5 clients | $1.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $2.9 million |
| Other: "ENDOWMENT" | Fewer than 5 clients | $10.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$433.3 million
- Accounts532
- Discretionary$416.8 million · 523 accounts
- Non-discretionary$16.5 million · 9 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 171822, SEC file 801-110569.
- Registered with the SEC as an investment advisor (status date on record: May 19, 2017).
Is Waypoint Wealth Counsel LLC a fiduciary?
Short answer: Waypoint Wealth Counsel LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.