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Waypoint Financial Planning LLC
WAYPOINT FINANCIAL PLANNING LLC is a state-registered investment adviser in SOUTHBOROUGH, MA. The firm manages $61 million in assets, $51 million on a...
Overview
WAYPOINT FINANCIAL PLANNING LLC is a state-registered investment adviser in SOUTHBOROUGH, MA. The firm manages $61 million in assets, $51 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
2004
Location
Region
North America
Country
United States
City
Southborough
Corporate office
New York, NY, United States
Principals
Paul S. Derringer
Founder and President
Sector focus
Frequently asked questions
Who runs Waypoint Financial Planning LLC?
Waypoint Financial Planning LLC is led by founder Paul S. Derringer, whose public records identify him as the firm's president and principal. Derringer has operated the firm since 2004 and serves as the primary investment advisor representative.
Is Waypoint Financial Planning a fiduciary?
Yes — Waypoint Financial Planning LLC is a registered investment adviser (RIA) that by law must act as a fiduciary for its clients. The firm's website emphasizes its fee-only compensation model, meaning it does not earn commissions or third-party compensation.
Does Waypoint Financial Planning serve institutions or only individuals?
Waypoint Financial Planning's public disclosures describe its client base as primarily individuals and families. The firm's advisory model is built around personal financial planning rather than institutional asset management.
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