Peter Dixon
Waypoint Wealth Management · Timonium, Maryland
Peter Dixon is a fee-only financial advisor at Waypoint Wealth Management in Timonium, Maryland, who holds the CFP credential. Waypoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Peter →
Facts
| Firm | Waypoint Wealth Management |
|---|---|
| Based in | Timonium, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $242.5M across 555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 3083659 |
| Exams passed | Series 63 (2004) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.waypointwm.com |
How Peter's firm compares
- Waypoint Wealth Management's average account is about $437,000, from its Form ADV (assets managed divided by 555 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
Is Peter Dixon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Waypoint Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Waypoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Dixon based?
Peter Dixon is based in Timonium, Maryland.
What credentials does Peter Dixon hold?
Peter Dixon holds the CFP credential.
Is Peter Dixon registered with the SEC?
Yes. Peter Dixon is registered as an investment adviser representative in MD (CRD 3083659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waypoint Wealth Management manage?
Waypoint Wealth Management reports $242.5M across 555 accounts in assets under management.
How do I contact Peter Dixon?
Through Peter's website, www.waypointwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Timonium
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.