Waypoint Wealth Counsel LLC
Waypoint Wealth Counsel LLC (CRD# 171822) is a financial advisory firm headquartered in Atlanta, GA. They manage $151,670,129 in 243 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management152MILLION
Total Number of Accounts243ACCOUNTS
Average Account Value$624,157
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradley McGrew (CRD# 5223609) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 11 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.
Matthew Woods (CRD# 5110799) is an Investment Advisor Representative working at Waypoint Wealth Counsel LLC in Atlanta, GA and has over 11 years of experience in the finance industry.