Waypoint Financial, LLC

Waypoint Financial, LLC (CRD# 284021) is a financial advisory firm headquartered in Dublin, PA. They manage $6,315,195 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Waypoint Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
William A. Aquila
CRD#: 5547406
Dublin, PA

William Aquila (CRD# 5547406) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has over 9 years of experience in the finance industry. William Aquila has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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