Waypoint Wealth Partners

Waypoint Wealth Partners (CRD# 131155) is a financial advisory firm headquartered in Mill Valley, CA. They manage $935,766,012 in 887 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1 Belvedere Place, Suite 200, Mill Valley, CA 94941
http://www.waypointwp.com
By the Numbers
  • Total Assets Under Management
    936
    MILLION
  • Total Number of Accounts
    887
    ACCOUNTS
  • Average Account Value
    $1,054,979
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
The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at Waypoint Wealth Partners
Showing 1 - 6 of 6 top financial advisors.
1
Charles Bowes, financial advisor Mill Valley CA
Charles L. Bowes
CRD#: 4804519
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

Charles Bowes (CRD# 4804519) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 19 years of experience in the finance industry.

2
Annette Brinton, financial advisor Mill Valley CA
Annette E. Brinton
CRD#: 5490567
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

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.

3
Jill Carothers, financial advisor Mill Valley CA
Jill Carothers
CRD#: 7009427
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

Jill Carothers (CRD# 7009427) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 5 years of experience in the finance industry.

4
Courtney Hutchinson, financial advisor Mill Valley CA
Courtney B. Hutchinson
CRD#: 3266799
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

Courtney Hutchinson (CRD# 3266799) 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.

5
Jessica Pence, financial advisor Mill Valley CA
Jessica S. Pence
CRD#: 7232383
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

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.

6
Rebecca Reimnitz, financial advisor Mill Valley CA
Rebecca R. Reimnitz
CRD#: 7128682
1 Belvedere Place, Suite 200, Mill Valley, CA 94941

Rebecca Reimnitz (CRD# 7128682) 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.

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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