Wayfinding Financial, LLC

Wayfinding Financial, LLC is a Registered Investment Adviser established in December 2019 and owned by Trent O’Neal and Cathie Arthurs. The firm offers investment advisory services for various clients, including individuals, high net worth individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. They provide Investment Management Services on a discretionary basis, with a focus on asset allocation using equities, ETFs, mutual funds, and alternative investments. Clients may also be referred to automated investment programs like Betterment. Financial Planning services are tailored to each client's unique goals and may cover estate planning, retirement planning, and risk management. The firm charges an annual Advisory Fee of up to 1.25% based on assets under management, with additional fees for third-party money managers. Wayfinding Financial acts as a fiduciary, placing client interests first. Clients have investment discretion, and the firm does not charge performance-based fees. The advisors are licensed insurance agents and may receive commissions for insurance product sales. The firm has no disciplinary history and provides detailed information on its educational background, business experience, and services offered. Clients have access to a free copy of the firm's Brochure and can request additional information from the Chief Compliance Officer.