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Waypoints Financial

Headquartered in SEBRING, FL

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Firm Information

Waypoints Financial is a registered investment advisor headquartered in Sebring, Florida. The firm manages approximately $114,692,729 in assets for 614 clients, primarily individuals and charitable organizations. Their services include financial planning and portfolio management.

Waypoints Financial

149 EAST CENTER AVENUE

SEBRING, FL 33870

$114.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WAYPOINTS FINANCIAL has a total of 1 branch locations across the country.
location

SEBRING, FL

Advisors at Waypoints Financial

View All 3 Advisors
Unclaimed
John Richard Clark

CFP®, RA

SEBRING, FL

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Unclaimed
Victor Jason Divietro

RA

SEBRING, FL

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Thomas Scott Crutchfield

RA

SEBRING, FL

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Disclosures

There are no public disclosures for Waypoints Financial.

Frequently Asked Questions (6)

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