Waypoint Financial Planning LLC fees
Financial planner in Milford, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Waypoint Financial Planning LLC (Milford, MA) charges $300 an hour for financial planning.
- Website: waypointfinancialplanning.com (opens in new tab)
- Call (508) 488-6577
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Massachusetts median of $300; 41% of the 131 other planners in Massachusetts that publish an hourly rate charge less.
“Financial Planning and Consulting Services Waypoint offers financial planning or consulting services on an hourly basis at an hourly rate of $300 per hour (3hour minimum) or on a fixed fee basis, which may be negotiable depending on the nature and complexity of each Waypoint Financial Planning LLC PO Box 400 *…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How Waypoint Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment Advisory Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees in the first quarter of service are prorated to the inception date of the account to the end of the first quarter.”
- “Fees may be negotiable at the discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $61.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 6, 2026
- CRD number
- 159051 (opens in new tab)
- Phone
- (508) 488-6577
More planners in Massachusetts that publish fees
- J.R. Prunier Capital Management LLCHoldenFlat $1,800-$20,000
- Real World Financial Planning, LLCChestnut HillHourly $375/hr, Flat $2,500-$3,500
- Dhyan Capital ManagementNorwellHourly up to $400/hr
- Neiman & Associates Financial Services, LLCArlingtonHourly $375/hr, Annual $5,000-$50,000/yr
- Centerpoint Advisors, LLCNeedhamHourly $350-$400/hr, Flat $3,500-$10,000
- Hark Financial PlanningStonehamHourly $350/hr, Flat $3,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.