Waypoint Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$6,000

“Ongoing Financial Planning Waypoint collects an initial fee, no greater than $6,000.”

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

How Waypoint Financial Planning, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Waypoint Financial Planning, LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• 6 of the 14 other planners in Marietta that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Marietta that publish a flat or project fee charge less.

About Waypoint Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

0.85% a year

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,712,073

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336377

Website

waypoint-fp.com (opens in new tab)

Phone

(646) 726-2136

Other planners in Marietta that publish fees

• American Financial Advisors, LLC.Marietta$150/hr, $500
• Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000⁠-⁠$15,000
• Brown Capital Advisors, LLCMarietta$2,000⁠-⁠$10,000, $30,000⁠-⁠$75,000/yr
• JPG Wealth ManagementMarietta$250/hr, $1,000⁠-⁠$15,000
• Kenwyck CapitalMarietta$300/hr, $3,000⁠-⁠$4,500
• Lassiter Financial Advisors, LLCMarietta$225/hr

Compare all 28 planners in Marietta