Waypoint Wealth Counsel LLC

Waypoint Wealth Counsel LLC (CRD# 171822) is a financial advisory firm headquartered in Atlanta, GA. They manage $573,067,077 in 803 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327
http://www.waypointwc.com
By the Numbers
  • Total Assets Under Management
    573
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $713,658
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, MD, NC, TX

Financial Advisors at Waypoint Wealth Counsel LLC
Showing 1 - 6 of 6 top financial advisors.
1
Bradley McGrew, financial advisor Atlanta GA
Bradley S. McGrew
CRD#: 5223609
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

Bradley McGrew (CRD# 5223609) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Michael Rollauer, financial advisor Atlanta GA
Michael H. Rollauer
CRD#: 2634852
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

Michael Rollauer (CRD# 2634852) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Matthew Woods, financial advisor Atlanta GA
Matthew T. Woods
CRD#: 5110799
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

Matthew Woods (CRD# 5110799) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

4
Timothy Daughtry, financial advisor Atlanta GA
Timothy S. Daughtry
CRD#: 7530629
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

Timothy Daughtry (CRD# 7530629) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has 1 year of experience in the finance industry.

5
Daniel Hall, financial advisor Atlanta GA
Daniel C. Hall
CRD#: 7137449
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

Daniel Hall (CRD# 7137449) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

6
William Scott, financial advisor Atlanta GA
William S. Scott
CRD#: 6233534
3715 Northside Parkway Nw, Building 400, Suite 775, Atlanta, GA 30327

William Scott (CRD# 6233534) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has 1 year 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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