Waypoint Wealth Management

Waypoint Wealth Management (CRD# 155574) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $193,636,840 in 549 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $352,708
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA

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

Peter Dixon (CRD# 3083659) 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.

2
Grant A. Palmer
CRD#: 2807445
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093

Grant Palmer (CRD# 2807445) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 26 years of experience in the finance industry.

3
Grant A. Palmer
CRD#: 6956085
9515 Deereco Road, Suite 604, Lutherville-Timonium, MD 21093

Grant Palmer (CRD# 6956085) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 5 years of experience in the finance industry.

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