Bay Point Wealth Management

Bay Point Wealth Management (CRD# 123095) is a financial advisory firm headquartered in Annapolis, MD. They manage $120,417,476 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,942,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Bay Point Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly Anderson
CRD#: 2860782
Annapolis, MD
96
Wealthminder
score

Kimberly Anderson (CRD# 2860782) is an Investment Advisor Representative working at Bay Point Wealth Management in Annapolis, MD and has over 19 years of experience in the finance industry. Kimberly Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William J. Hufnell
CRD#: 4627519
Annapolis, MD
90
Wealthminder
score

William Hufnell (CRD# 4627519) is an Investment Advisor Representative working at Bay Point Wealth Management in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William J. Hufnell
CRD#: 6584640
Annapolis, MD
90
Wealthminder
score

William Hufnell (CRD# 6584640) is an Investment Advisor Representative working at Bay Point Wealth Management in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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