W
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
-- Marietta GA
About Waypoint Financial Planning, LLC
Waypoint Financial Planning is an independent, fee-only fiduciary RIA providing holistic financial planning, discretionary investment management, and hourly advice for individuals and families. Portfolios are built around client goals, risk tolerance, and values with an emphasis on diversification, low costs, tax efficiency, and disciplined rebalancing. Founder-led by Trevor Reece; custody via Schwab.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$336.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
Trevor Kent Reece
Chief Compliance Officer, Managing Member
- CRD
- #8078862
- 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 | $5,712,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,712,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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