Waypoint Wealth Management's Form ADV discloses 1.25% on the first $500,000, 1.00% on the next $500,000, 0.90% on the next $1 million, 0.80% on the next $1 million, 0.70% on the next $2 million, and 0.60% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #155574), Waypoint Wealth Management is subject to fiduciary duty under federal law.
Waypoint Wealth Management is headquartered in TIMONIUM, MD.
Waypoint Wealth Management serves 72 high-net-worth clients according to their SEC filing dated August 5, 2026. View client details ↓
According to their SEC Form ADV, Waypoint Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Waypoint Wealth Management manages $242 million in client assets according to their SEC filing dated August 5, 2026.
According to their SEC Form ADV, Waypoint Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓