Waypoint Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$239,339,133
Clients
204
Advisors
1
of 1 employees
About
Waypoint Wealth Management is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, qualified retirement plans and businesses. The firm manages client portfolios and also offers consulting on income and estate tax planning, college planning, insurance analysis and retirement planning.
The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory, favoring diversified, buy‑and‑hold allocations implemented primarily through passively managed mutual funds and ETFs, including access to Dimensional Fund Advisors (DFA) funds. WWM typically develops written investment policy statements, may use model portfolios, monitors accounts regularly, and may retain a third‑party manager to oversee fixed‑income portfolios.
WWM maintains a formal relationship with Focus Partners Advisor Solutions for trade processing, back‑office services and sub‑advisory support, and has a succession agreement with Focus Partners Wealth, LLC—arrangements that distinguish its operational and continuity planning from many peers. The firm also commonly provides financial planning at no additional charge to advisory clients, delegates fixed‑income trading to an external manager when appropriate, and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
Financial planning fees charged as fixed fees ranging from $1,800 to $7,500.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.70% $5,000,000+: 0.60%
Account minimum: $500,000 for fixed income investment management; $10,000 minimum annual fee for new clients (investment management). Fees and minimums may be negotiable. Minimum fee: $10,000 annual minimum fee for new investment management clients. Fee-only: Financial planning fixed fees typically range from $1,800 to $7,500 based on complexity.
Main office
9515 Deereco Road, Suite 604
Timonium MD 21093
Advisors at this office
1
Most active in
Delaware · Florida · Maryland · Pennsylvania · Virginia
Also doing business as
Callan & Palmer Financial Advisors, LLC · Waypoint Wealth Management · Waypoint Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)