Waypoint Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,800⁠-⁠$7,500

“Financial planning fees will be charged as a fixed fee, typically ranging from $1,800 to $7,500, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to 5 complete the engagement and the different reports to be…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Waypoint Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New accounts are charged a prorated fee for the remainder 3 of the quarter in which the account is incepted (date of first trade or date assets transferred in).”

How Waypoint Wealth Management’s fees compare

• Its flat or project fee of $1,800-$7,500 spans the Maryland median of $4,335. 52% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Waypoint Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

204

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$242,454,876

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155574

Website

waypointwm.com (opens in new tab)

Phone

(410) 561-3994

Can advise clients in 5 states: Delaware, Florida, Maryland, Pennsylvania, Virginia

Other planners in Timonium that publish fees

• Berman McaleerTimonium$450⁠-⁠$700/hr
• Grigg Financial, LLCTimonium$360/hr
• Jba Financial AdvisorsTimonium$300/hr, $1,000⁠-⁠$10,000
• L. K. Benson & Company, P.C.Timonium$195⁠-⁠$585/hr, $10,000⁠-⁠$32,000/yr

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