# Waypoint Financial Planning LLC

Waypoint Financial Planning LLC is a RIA based in Southborough, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Southborough, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** waypointfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/waypoint-financial-planning

## Regulatory record

- **CRD number:** 159051
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159051

## About

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.

## Sectors

- Financial Planning
- Wealth Management
- Retirement Planning

## People

- Paul S. Derringer — Founder and President

## 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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- [Grenadilla Advisory LLC](https://altss.com/profile/grenadilla-advisory-llc)
- [FORTRESS FAMILY ASSET MANAGEMENT LLC](https://altss.com/profile/fortress-family-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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