CRD: 159051
Waypoint Financial Planning LLC
$61.3M Total AUM
$51.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-26-2011
- Office Locations
- 1
Office Locations
-- Milford MA
About Waypoint Financial Planning LLC
Waypoint Financial Planning is a Milford, MA fee-only RIA led by a CFP professional, providing comprehensive financial and retirement planning alongside investment management. Portfolios emphasize asset allocation, with substantial use of ETFs and mutual funds. Client work includes retail households, including entrepreneurs, with custody primarily at Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$61.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT ALAN DOSSETT
Chief Compliance Officer, President
- CRD
- #5975284
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,420,261 | -- |
| Non-Discretionary | $9,850,534 | -- |
| Total | $61,270,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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