Waypoint Strategic Advisors

Waypoint Strategic Advisors (CRD# 152077) is a financial advisory firm headquartered in Summerville, SC. They manage $53,057,932 in 340 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $156,053
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
  • Pension consulting services
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.

LA, NC, SC, TX

Financial Advisors at Waypoint Strategic Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Matthew S. Coakley
CRD#: 5623537
10570 Dorchester Rd., Summerville, SC 29485
96
Wealthminder
score

Matthew Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 8 years of experience in the finance industry. Matthew Coakley 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.

2
Joe E. Young
CRD#: 2769621
10570 Dorchester Rd., Summerville, SC 29485
96
Wealthminder
score

Joe Young (CRD# 2769621) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 19 years of experience in the finance industry.

3
Richard E. Coakley
CRD#: 1154814
10570 Dorchester Rd., Summerville, SC 29485
93
Wealthminder
score

Richard Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 19 years of experience in the finance industry.

4
David P. Plaisance
CRD#: 2764306
10570 Dorchester Rd., Summerville, SC 29485
93
Wealthminder
score

David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 20 years of experience in the finance industry.

5
Benjamin D. Coakley
CRD#: 5118193
10570 Dorchester Rd., Summerville, SC 29485
90
Wealthminder
score

Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry. Benjamin Coakley 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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