Waypoint Wealth Partners
Waypoint Wealth Partners (CRD# 131155) is a financial advisory firm headquartered in Mill Valley, CA. They manage $896,366,542 in 756 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management896MILLION
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Total Number of Accounts756ACCOUNTS
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Average Account Value$1,185,670
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, WA
Charles Bowes (CRD# 4804519) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 18 years of experience in the finance industry. Charles Bowes 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.
Annette Brinton (CRD# 5490567) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has 1 year of experience in the finance industry. Annette Brinton 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.
Jill Carothers (CRD# 7009427) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 4 years of experience in the finance industry. Jill Carothers 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.
Courtney Hutchinson (CRD# 3266799) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 17 years of experience in the finance industry. Courtney Hutchinson 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.
Chad Perbeck (CRD# 4596745) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 7 years of experience in the finance industry. Chad Perbeck 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.
Jessica Pence (CRD# 7232383) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has 1 year of experience in the finance industry. Jessica Pence 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.
Rebecca Reimnitz (CRD# 7128682) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 3 years of experience in the finance industry. Rebecca Reimnitz 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.