Waypoint Financial Planning LLC

Waypoint Financial Planning LLC (CRD# 159051) is a financial advisory firm headquartered in Southborough, MA. They manage $9,154,193 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $212,888
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
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.

MA

Financial Advisors at Waypoint Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Dossett
CRD#: 5975284
Milford, MA
90
Wealthminder
score

Robert Dossett (CRD# 5975284) is an Investment Advisor Representative working at Waypoint Financial Planning LLC in Milford, MA and has over 5 years of experience in the finance industry.

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