Bill Aquila, CFP® Waypoint Financial

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About Bill Aquila, CFP®,

Hi, I’m Bill, and I created Waypoint to help individuals and families around the country become comfortable and successful in their financial lives. We emphasize a holistic and educational approach that focuses on your personal situation and objectives because the conventional investment-focused model so often leaves people overwhelmed, uncomfortable, and underserved. Together, we’ll work towards achieving your goals in a step-by-step process that crafts a road map to financial independence and relieves you of the stress and worry of having to figure it all out on your own.

Waypoint is an independent, fee-only financial planning firm, and we are dedicated to our fiduciary duty to put the best interests of our clients first. We help our clients set and reach financial goals, manage their investment portfolios, evaluate and strategize over their insurance policies, taxes, and estate plans, and of course help them save for the future. In short, if it involves your financial life in some way, shape, or form, we’re here to help.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • Intergenerational Families
  • Parents
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qt
  • AUM: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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