Waypoints Financial fees
Financial planner in Sebring, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Waypoints Financial (Sebring, FL) charges up to $300 an hour and a flat or project fee of up to $10,000 for financial planning.
- Website: waypointsfinancial.com (opens in new tab)
- Call (863) 402-5650
- 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 19, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the Florida median of $300.
“Some clients will contract to have financial planning advice provided based on an hourly fee of up to $300 per hour, depending on the nature of the services provided and the resources required to provide those services.”
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the Florida median is $4,200.
“Waypoints Financial charges a fixed fee of up to $10,000 for broad based financial planning services as contracted in advance with the client.”
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
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 3 employees
How Waypoints Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fee-based clients are billed one-half of the fee upon signing the agreement and the balance when the project is completed.”
- “The firm’s hourly fees will be negotiated and agreed upon by the parties in advance.”
- “Hourly fee-based clients are billed upon completion of work performed.”
About Waypoints Financial
“Waypoints offers various financial planning related services, which assist clients in the management of their financial resources.”
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 428
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $158 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 19, 2026
- CRD number
- 157494 (opens in new tab)
- Phone
- (863) 402-5650
More planners in Florida that publish fees
- Batman Wealth Management, LLCLake MaryHourly $250/hr, Flat $750
- Parker Financial Planning, LLC.BradentonFlat $1,500-$3,000
- FacetWest Palm BeachAnnual $2,600-$10,000/yr
- Florida Financial Planning LLCWinter GardenFlat $3,000-$4,500, Annual $6,000/yr
- AlphaQ AdvisorsWinter ParkHourly $250-$1,000/hr
- Avid PlanningSt. PetersburgHourly $286-$572/hr
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.