Waypoint West fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 12, 2026, Waypoint West charges a flat or project fee of $1⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1⁠-⁠$20,000; “The negotiated fixed rate for creating client financial plans is between $1 and $20,000.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of Waypoint West’ fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of Waypoint West’ fees, within five business days of signing the Financial Planning Agreement.”

Its flat or project fee of $1-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
25 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

How the firm is paid: 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
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336522
Website: wptwest.com (opens in new tab)
Phone: (216) 334-4874

Is something on this page wrong or out of date?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