Grant
Palmer
Waypoint Wealth Management
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About this Advisor
Grant Palmer is a financial advisor who works out of Lutherville Timonium, Maryland with 12 years of relevant experience. Palmer is currently employed by Waypoint Wealth Management. Over the course of their career, they have held roles at Callan & Palmer Llp and Waypoint Wealth Management. Palmer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Delaware and Maryland. Waypoint Wealth Management is an advisory business that has its headquarters in Lutherville Timonium, MD. It has just four employees. It has $170 million in total assets across its 541 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 541 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Waypoint Wealth Management offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which service is provided. Fee types billed by Waypoint Wealth Management likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waypoint Wealth Management Brokerage Details
$169,693,007
4
541
$313,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Grant Palmer Work History
Grant has been registered as a financial advisor for 12 years.*
Waypoint Wealth Management
Callan & Palmer Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grant Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waypoint Wealth Management
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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