Waypoint Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning fee is an hourly rate of $500 per hour, depending on complexity.”

Flat or project fee

$2,400⁠-⁠$12,000

“The fixed fee can range between $2,400 and $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Waypoint Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “For accounts that are billed in advance, upon termination the pro-rated portion of their fee for that quarter will be returned to them within 10 calendar days.”
• “For fees paid in arrears, no rebate will be needed upon termination of the account.”

How Waypoint Financial, LLC’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$12,000 spans the Pennsylvania median of $3,650. 76% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Waypoint Financial, LLC

• Principal: Andrew Aquila
• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

60

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$37,129,511

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284021

Website

waypointfinancial.us (opens in new tab)

Phone

(267) 871-0123

Can advise clients in 3 states: Connecticut, New Jersey, Pennsylvania

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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