Timothy
Daughtry

Waypoint Wealth Counsel LLC

CRD#7530629
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Daughtry is a financial advisor based in Atlanta, Georgia, working with Waypoint Wealth Counsel LLC. Timothy has previously held positions at Waypoint Wealth Counsel, Buckhead Capital Management, and Access Investment Management, LLC. Timothy is registered to provide services in Georgia. Currently, Timothy is part of Waypoint Wealth Counsel LLC, which operates out of Atlanta, Georgia. The firm has 6 employees and manages assets totaling $573.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Waypoint Wealth Counsel LLC includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3715 Northside Parkway Nw Building 400, Suite 775
Atlanta, GA 30327

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Waypoint Wealth Counsel LLC Brokerage Details

Total Assets Under Management

$573,067,077

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

803

GA Average: 1,608
Average Account Size

$713,658

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Timothy Daughtry Work History

2022 - Present (2 years)

Access Investment Management, LLC

2018 - 2022 (4 years)

Waypoint Wealth Counsel

2011 - 2018 (7 years)

Buckhead Capital Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Daughtry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Waypoint Wealth Counsel LLC

Matthew Woods
Atlanta, GA
Bradley Mcgrew
Atlanta, GA
William Scott
Atlanta, GA
Daniel Hall
Atlanta, GA
Timothy Daughtry
Atlanta, GA
Michael Rollauer
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started