Waypoint Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Waypoint Wealth Management reports 207 clients. They include 132 individual clients, 72 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($242M across 555 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 25% |
| High-net-worth individuals | 35% | 74% |
| Corporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $60M | 24.7% | $455K |
| High-net-worth individuals | 72 | $179M | 74.0% | $2.49M |
| Corporations and other businesses | 3 | $3.12M | 1.3% | $1.04M |
| Total | 207 | $242M | 100% | $1.17M |
- Clients
- 132
- Regulatory AUM
- $60M
- AUM share
- 24.7%
- Avg. per client
- $455K
- Clients
- 72
- Regulatory AUM
- $179M
- AUM share
- 74.0%
- Avg. per client
- $2.49M
- Clients
- 3
- Regulatory AUM
- $3.12M
- AUM share
- 1.3%
- Avg. per client
- $1.04M
Total
- Clients
- 207
- Regulatory AUM
- $242M
- AUM share
- 100%
- Avg. per client
- $1.17M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Waypoint Wealth Management charges 0.60%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.90% |
| $2M–$3M | 0.80% |
| $3M–$5M | 0.70% |
| $5M and above | 0.60% |
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee, typically $1,800 to $7,500 depending on the nature and complexity of the engagement; 50% of the estimate may be due on signing.
Peter Dixon owns 75% or more of Waypoint Wealth Management. The leadership team of Waypoint Wealth Management includes Chief Compliance Officer Peter Dixon. It has 1 employee.
Leadership
Peter DixonManaging Member / Chief Compliance Officer- Victoria DixonManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Waypoint Wealth Management, LLC
Peter Dixon
Control person · since October 2016
- Owns 5% to 10% of Waypoint Wealth Management, LLC
Victoria Dixon
since December 2025
Waypoint Wealth Management’s regulatory assets grew from $172M (March 2021) to $242M (August 2026); clients were 207 in both filings and employees fell from 4 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $242M | 207 | 1 | 1 |
| February 2025 | $209M | 205 | 3 | 2 |
| July 2024 | $194M | 209 | 4 | 2 |
| February 2023 | $170M | 210 | 4 | 2 |
| July 2022 | $191M | 205 | 4 | 2 |
| March 2021 | $172M | 210 | 4 | 2 |
Besides its headquarters, Waypoint Wealth Management has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 9515 Deereco Road, Suite 1001, TimoniumHQ
Contact and registration details
- Legal name
- Waypoint Wealth Management, LLC
- Headquarters
- 9515 Deereco Road, Suite 1001, Timonium, MD 21093
- Website
- waypointwm.com
- Phone
- 410-561-3994
- SEC file
- 801-110641
- Founded
- 2010
- Structure
- Maryland LLC
- Fiscal year end
- December
Waypoint Wealth Management uses Charles Schwab ($239M) as custodian for its separately managed accounts. Waypoint Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $239M100%
At year end, Waypoint Wealth Management’s separately managed accounts were mostly in funds (74%) and cash (12%).
What the accounts hold
- Stocks3%
- Funds74%
- Bonds10%
- U.S. government and agency bonds8%
- State and local bonds2%
- Cash12%
- Other1%
- Variable annuity.1%
How many clients does Waypoint Wealth Management have?
Waypoint Wealth Management has 207 clients and manages $242 million for them, as of August 2026. They include 132 individual clients, 72 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does Waypoint Wealth Management offer?
Waypoint Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Waypoint Wealth Management charge?
Waypoint Wealth Management charges 0.60%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: WAYPOINT WEALTH MANAGEMENT LLC FORM ADV PART 2, filed 5 August 2026
Which custodians does Waypoint Wealth Management use?
Waypoint Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $239M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 August 2026
How many financial advisors does Waypoint Wealth Management have?
Waypoint Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Waypoint Wealth Management invest in?
At the end of its last fiscal year, Waypoint Wealth Management’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 8% U.S. government and agency bonds, 3% exchange-traded equities, 2% state and local bonds and 1% other. The 1% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Waypoint Wealth Management?
Waypoint Wealth Management’s direct owners are Victoria Dixon (5% to 10%) and Peter Dixon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does Waypoint Wealth Management get paid?
Waypoint Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Waypoint Wealth Management?
Waypoint Wealth Management’s main office is at 9515 Deereco Road, Suite 1001, Timonium, MD 21093. Its phone number is 410-561-3994. Its website is waypointwm.com.