William
Hufnell

Bay Point Wealth

CRD#6584640
Investment Advisor
in Annapolis, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Hufnell is a financial advisor based in Annapolis, Maryland, working with Bay Point Wealth. William has previously held a position at Bay Point Wealth Management and is registered to provide services in Maryland. Currently, William is part of Bay Point Wealth, which operates out of Annapolis, Maryland. The firm has 7 offices and 8 employees. The firm manages assets totaling $399.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bay Point Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

582 Bellerive Road 4D
Annapolis, MD 21409

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bay Point Wealth Brokerage Details

Total Assets Under Management

$399,220,444

MD Average: $6,889,882,315
Total Number of Employees

8

MD Average: 45
Total Number of Accounts

176

MD Average: 765
Average Account Size

$2,268,298

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Hufnell Work History

2011 - Present (13 years)

Bay Point Wealth Management

Disclosures

Please visit the SEC profile of William Hufnell 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 Bay Point Wealth

Joseph Powanda
Annapolis, MD
William Hufnell
Annapolis, MD
John Ebinger
Annapolis, MD
William Hufnell
Annapolis, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started