Waypoint Wealth Counsel Llc
- Regulatory AUM
- $824M
- Discretionary
- $803M
- Clients
- 256
- Avg AUM / client
- $3.2M
- Accounts
- 997
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $76.1M | 9.23% |
| High net worth individuals | 154 | $725M | 88.0% |
| Charitable organizations | Fewer than 5 clients | $4.5M | 0.54% |
| Corporations and other businesses | Fewer than 5 clients | $7.8M | 0.94% |
| Other | Fewer than 5 clients | $10.8M | 1.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Arnall Golden Gregory Llp Self Employed Persons Retirement Plan Arnall Golden Gregory Llp | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Steven Mcgrew | Member & Chief Compliance Officer | CFP | May 2014 (12y) | 25% – 50% |
| Matthew Thomas Woods | Member | Jun 2014 (12y) | 25% – 50% | |
| Michael Hayes Rollauer | Member | CFP | Apr 2021 (5y) | 25% – 50% |
| William Sullivan Scott | Registered representative | CFP | Aug 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Arnall Golden Gregory Llp Self Employed Persons Retirement Plan | Arnall Golden Gregory Llp | 248 | $173M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $531M (64% of AUM) Mar 2026
- Fidelity Brokerage Services $147M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗