Bradley Steven Mcgrew
Investment adviser representative at Waypoint Wealth Counsel LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$433.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mai Capital Management, LLCAug 2026 to now
- Waypoint Wealth Counsel LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
Waypoint Wealth Counsel LLC
$433.3MAssets managed
176Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5223609
- Firm CRD
- 171822