RIA Intel›Advisers›Georgia›WAYPOINT FINANCIAL PLANNING, LLC

WAYPOINT FINANCIAL PLANNING, LLC

Advisory

GA

Data as of Jun 30, 2026 · Source: SEC Form ADV

Average account
$220K
across 26 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
7
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$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

BLOSSOM BALANCE LLC
GAINESVILLE, GA
$6M
1ST GEORGIA GROUP LLC.
$6M
HOLCOMB FINANCIAL, LLC
CANTON, GA
$6M
ELL WESS ADVISORS, LLC
ATLANTA, GA
$6M
JUDSON DEAN MALLARD
ATHENS, GA
$6M
DUBOIS WEALTH MANAGEMENT, LLC
$6M

Get the full picture on WAYPOINT FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WAYPOINT FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans