# Grant Palmer, IV

> Grant Palmer, IV is a fee-only financial advisor at Waypoint Wealth Management in Timonium, Maryland, who holds the CFP credential. Grant focuses on retirement planning. Waypoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/grant-palmer-iv/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Waypoint Wealth Management
- **Based in:** Timonium, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $242.5M across 555 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **Firm size:** 1 employee
- **Website:** http://waypointwm.com

## Frequently asked questions

### Is Grant Palmer, IV a fee-only financial advisor?

Yes. Grant Palmer, IV is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Grant charge for financial advice?

Grant's firm, Waypoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Grant Palmer, IV based?

Grant Palmer, IV is based in Timonium, Maryland.

### What does Grant specialize in?

Grant's specialties include retirement planning. Grant works with retirees.

### What credentials does Grant Palmer, IV hold?

Grant Palmer, IV holds the CFP credential.

### How much does Waypoint Wealth Management manage?

Waypoint Wealth Management reports $242.5M across 555 accounts in assets under management.

### How do I contact Grant Palmer, IV?

Through Grant's website, waypointwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39542): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.waypointwm.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.