Waypoint Strategic Wealth LLC fees and pricing

Financial planner in West Stuart, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 6, 2026, Waypoint Strategic Wealth LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Hourly fees are billed at an hourly rate of $400 per hour Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 7
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $20,744,575
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332314
Website: waypointstrategicwealth.com (opens in new tab)
Phone: (203) 803-0462

Is something on this page wrong or out of date?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.