Waypoint Wealth Partners

Waypoint Wealth Partners (CRD# 131155) is a financial advisory firm headquartered in San Francisco, CA. They manage $312,527,116 in 483 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $647,054
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
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.

CA, WA

Financial Advisors at Waypoint Wealth Partners
Showing 1 - 7 of 7 top financial advisors.
1
Courtney B. Bedilion
CRD#: 3266799
595 Market Street, Suite 2550, San Francisco, CA 94105
96
Wealthminder
score

Courtney Bedilion (CRD# 3266799) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has over 11 years of experience in the finance industry. Courtney Bedilion 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
Charles L. Bowes
CRD#: 4804519
595 Market Street, Suite 2550, San Francisco, CA 94105
96
Wealthminder
score

Charles Bowes (CRD# 4804519) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has over 12 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.

3
Justin M. Dyer
CRD#: 5474967
595 Market Street, Suite 2550, San Francisco, CA 94105
96
Wealthminder
score

Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has over 8 years of experience in the finance industry. Justin Dyer 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.

4
Melinda R. Macauley
CRD#: 5137586
West Palm Beach, FL
93
Wealthminder
score

Melinda Macauley (CRD# 5137586) is an Investment Advisor Representative working at Waypoint Wealth Partners in West Palm Beach, FL and has over 10 years of experience in the finance industry.

5
Alyssa H. Morris
CRD#: 2790341
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Alyssa Morris (CRD# 2790341) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has over 7 years of experience in the finance industry.

6
Annette E. Brinton
CRD#: 5490567
595 Market Street, Suite 2550, San Francisco, CA 94105
90
Wealthminder
score

Annette Brinton (CRD# 5490567) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, 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.

7
Roselyn J. Siino
CRD#: 4956860
595 Market Street, Suite 2550, San Francisco, CA 94105
90
Wealthminder
score

Roselyn Siino (CRD# 4956860) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has 1 year of experience in the finance industry. Roselyn Siino 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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