Waypoint Wealth Counsel LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Our hourly fee for consulting on topics not related to asset management will not exceed $100 an hour.”

Flat or project fee

Up to $12,000

“Our financial planning service fee typically ranges from $0 to $12,000.”

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

How Waypoint Wealth Counsel LLC bills

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

• “The Management Fee is calculated and payable quarterly in advance and varies based the state of the Fund’s lifecycle.”
• “Typically, the fee is billed quarterly based on the notional value of the options and is debited from the option account.”
• “We will invoice the client for services and payments will be made to Waypoint Wealth Counsel, LLC.”

How Waypoint Wealth Counsel LLC’s fees compare

• Its hourly rate of $100 is below the Georgia median of $250. 1% of the 169 other Georgia planners that publish an hourly rate charge less.
• None of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of up to $12,000 spans the Georgia median of $5,000. 63% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 26 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Waypoint Wealth Counsel LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

176

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$433,270,715

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171822

Website

waypointwc.com (opens in new tab)

Phone

(404) 955-7481

Can advise clients in 8 states: Alabama, California, Florida, Georgia, Louisiana, Maryland, North Carolina, Texas

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

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