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Robert Alan Dossett

Waypoint Financial Planning LLC

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About Robert Alan Dossett

Robert Dossett is a Certified Financial Planner who works with both individuals and high-net-worth clients. Robert has been with Waypoint Financial Planning LLC since 2011. As a registered investment advisor, Robert Dossett provides portfolio management services for individuals as well as financial planning services. Robert Dossett also has experience working with individuals other than high-net-worth individuals.

Firm Information

Robert Dossett is currently registered with Waypoint Financial Planning LLC. Waypoint Financial Planning LLC is an investment advisor with 1 investment advisor representative. The firm manages $43,073,396 in regulatory assets under management for 101 total client accounts. Waypoint Financial Planning LLC provides financial planning and portfolio management for individuals and high-net-worth individuals. The firm's primary client base is individuals other than high-net-worth individuals, with 17 clients and $9,052,329 in assets under management, and high-net-worth individuals, with 14 clients and $34,021,067 in assets under management.

$43.07M

Assets Under Management

31

Total Clients

1

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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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.

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Robert Dossett’s Registration & Firm History

MA

10/26/2011 - Present

Waypoint Financial Planning LLC (MILFORD MA)

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Licenses & Designations

IA

Issued 10/04/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Alan Dossett.
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