Waypoint Wealth Management

Waypoint Wealth Management (CRD# 155574) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $100,028,529 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $558,819
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 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 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 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.