Waypoint Financial Planning LLC

Waypoint Financial Planning LLC (CRD# 159051) is a financial advisory firm headquartered in Southborough, MA. They manage $43,073,396 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 400, Southborough, MA 01772
http://www.waypointfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $426,469
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
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 Dossett, financial advisor Milford MA
Robert A. Dossett
CRD#: 5975284
Milford, MA

Robert Dossett (CRD# 5975284) is an Investment Advisor Representative working at Waypoint Financial Planning LLC in Milford, MA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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