Waypoint Advisors

Financial Services • Venice, Florida, United States • 1-10 Employees

Company overview

Headquarters	415 Commercial Ct, Suite D, Venice, Florida 34292, US
Phone number	+19414120258
Websites	waypointadvisor.com waypointadvisors.net
NAICS	52
SIC	628
Keywords	Retirement Planning, Life Insurance, Financial Planning, Iras, 401K Plans, Small Business Retirement Plans, Roth Ira, College Savings, Roth 401K Plans
Employees	1-10
Socials

Key Contact at Waypoint Advisors

Elizabeth Patterson

President

About Waypoint Advisors

Waypoint Advisors is a boutique financial planning firm. As such, we know all of our clients by name and truly enjoy those relationships.We serve and work alongside individuals & families as well as employer 401(k) plans. In serving individuals & families, we focus on providing conflict-free advice to improve financial health and to help you achieve your goals. We work for your best interest regardless of account size. For company retirement plans, we help employers to offer a best in class retirement plan. Together, we implement a process to consistently fulfill your fiduciary duties which will minimize liabilities, reduce plan costs, and best serve your employees. Adam Carter, Doing Business As (D/B/A) Waypoint Advisors, is a Registered Representative of Securities America and an Investment Advisor Representative of LPF Advisors, LLC., a Registered Investment Advisory firm. Registered Representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Financial Advisors offer Advisory Services through LPF Advisors, Inc., a Registered Investment Advisory firm. LPF Advisors, LLC, and the Securities America companies are separate entities and are neither endorsed by, retained by, nor affiliated with any Plan Sponsor. FINRA (www.finra.org)/ SIPC (www.sipc.org) This site is published for residents of the USA and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Waypoint Advisors revenue & valuation

Annual revenue	$8,200,000
Revenue per employee	$1,640,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$26,300,000
Total funding	No funding