Fee-only adviser · Timonium, MD
Waypoint Wealth Management
Waypoint Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Timonium, Maryland. On its latest Form ADV, filed August 5, 2026, it reports $242M in regulatory assets under management, 204 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 155574 · SEC file 801-110641 |
| Office | 9515 Deereco Road Suite 1001 Timonium, MD 21093 |
| Phone | (410) 561-3994 |
| Website | www.waypointwm.com |
| Regulatory assets under management | $242M |
| Individual clients | 132 non-high-net-worth, 72 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Timonium
- Hergenroeder Financial Advisors, Inc. $305M
- Grigg Financial, LLC $64M
- L. K. Benson & Company, P.C. $446M
- Meta Wealth Advisory $172M
- Jba Financial Advisors $31M
See all 6 fee-only advisers in Timonium →
Nearby
- Lutherville 2 firms
- Towson 14 firms
- Phoenix 1 firm
- Cockeysville 1 firm
- Hunt Valley 10 firms
- Owings Mills 1 firm
- Baltimore 23 firms
- Reisterstown 1 firm
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