Waypoint Wealth Counsel LLC

Waypoint Wealth Counsel LLC (CRD# 171822) is a financial advisory firm headquartered in Atlanta, GA. They manage $87,266,945 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $454,515
Compensation Options
  • A percentage of assets under your management
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.

GA

Financial Advisors at Waypoint Wealth Counsel LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bradley S. McGrew
CRD#: 5223609
3715 Northside Parkway Nw, Building 400, Suite 250, Atlanta, GA 30327
96
Wealthminder
score

Bradley McGrew (CRD# 5223609) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Bradley McGrew 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
Matthew T. Woods
CRD#: 5110799
3715 Northside Parkway Nw, Building 400, Suite 250, Atlanta, GA 30327
93
Wealthminder
score

Matthew Woods (CRD# 5110799) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

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