RIA Intel›Advisers›Massachusetts›WAYPOINT FINANCIAL PLANNING LLC

WAYPOINT FINANCIAL PLANNING LLC

Advisory

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in MA

#1,107

of 1,590 advisers by AUM

Average account

$461K

across 133 accounts

AUM per adviser

$61M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$61M

Discretionary %

83.9%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$61M

Discretionary AUM$51M

Non-Discretionary AUM$10M

Discretionary %83.9%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

GLOBALIS INVESTMENTS, LLC

BOSTON, MA

$61M

-76.3% 1Y

MCAULEY, THOMAS EDWARD

$61M

WS SECURITIES INC

LENOX, MA

$62M

-6.4% 1Y

BRAMBLE HILL CAPITAL MANAGEMENT, LLC

$61M

ABERDEEN AMERICA INC.

BOSTON, MA

$62M

TOMASETTI INVESTMENT GROUP, LLC

NEEDHAM, MA

$61M

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