Overview
Assets Under Management: $158 million
Headquarters: SEBRING, FL
High-Net-Worth Clients: 32
Average Client Assets: $3.1 million
Frequently Asked Questions
WAYPOINTS FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157494), WAYPOINTS FINANCIAL is subject to fiduciary duty under federal law.
WAYPOINTS FINANCIAL is headquartered in SEBRING, FL.
WAYPOINTS FINANCIAL serves 32 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, WAYPOINTS FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WAYPOINTS FINANCIAL manages $158 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, WAYPOINTS FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.51%
Average Client Assets: $3.1 million
Total Client Accounts: 648
Discretionary Accounts: 648
Regulatory Filings
CRD Number: 157494
Filing ID: 2064965
Last Filing Date: 2026-03-19 14:34:55