Waypoint Wealth Management

Waypoint Wealth Management (CRD# 155574) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $126,227,873 in 511 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093
http://www.waypointwm.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $247,021
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MD

Financial Advisors at Waypoint Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Peter Dixon, financial advisor Lutherville-Timonium MD
Peter D. Dixon
CRD#: 3083659
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Peter Dixon (CRD# 3083659) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 14 years of experience in the finance industry. Peter Dixon 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
David Callan, financial advisor Lutherville-Timonium MD
David J. Callan
CRD#: 2807449
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093
93
Wealthminder
score

David Callan (CRD# 2807449) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 21 years of experience in the finance industry.

3
Grant Palmer, financial advisor Lutherville-Timonium MD
Grant A. Palmer
CRD#: 2807445
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Grant Palmer (CRD# 2807445) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 20 years of experience in the finance industry.

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