Grant Palmer, IV
Waypoint Wealth Management · Timonium, Maryland
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Waypoint Wealth Management |
|---|---|
| Based in | Timonium, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $242.5M across 555 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | waypointwm.com |
| Profile |
How Grant's firm compares
- Waypoint Wealth Management's average account is about $437,000, from its Form ADV (assets managed divided by 555 accounts).
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Questions about Grant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Timonium
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Waypoint Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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