How does the advisor help clients – Key Takeaways:
- Experienced team of advisors dedicated to helping clients achieve their financial goals and secure their retirement
- Comprehensive and personalized financial services offered to meet the individual needs of each client
- Commitment to transparency and open communication with clients
- Client-centric approach with a focus on education and empowerment
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
Financial Services Offered
WAYPOINT RETIREMENT ADVISORS LLC offers a comprehensive range of financial services to help their clients build and manage their wealth. These services include:
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Insurance Planning
Client Types
The firm serves a diverse range of clients, including individuals, families, small businesses, and institutions. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
WAYPOINT RETIREMENT ADVISORS LLC is a fee-only firm, which means they are compensated solely by their clients and do not receive any commissions or incentives from third parties. This ensures that the firm’s interests are aligned with those of their clients, promoting transparency and avoiding any potential conflicts of interest. The firm’s fees are based on a percentage of assets under management, with rates varying based on the level of services provided.
Background
The firm was founded in 2008 and has since grown to manage over $500 million in assets. The team at WAYPOINT RETIREMENT ADVISORS LLC has decades of combined experience in the financial services industry, providing their clients with a wealth of knowledge and expertise to guide them on their journey towards financial security and retirement readiness.
Financial Advisor Disclosures to Know
In order to provide full transparency to their clients, WAYPOINT RETIREMENT ADVISORS LLC discloses any potential conflicts of interest or disciplinary actions on their Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Additionally, the firm adheres to all regulatory and compliance standards to ensure the safety and security of their clients’ assets.