Waymaker Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Waymaker Financial Planning provides comprehensive financial planning and investment management primarily for individual clients and also offers services to employer plan sponsors. Its service menu includes modular and one-time financial plans, ongoing planning engagements, and qualified retirement plan consulting with participant education.
The firm uses a goal-based process to establish asset-allocation targets and constructs portfolios that blend passive and active strategies with an emphasis on diversification and periodic rebalancing; it offers both discretionary and non-discretionary management and may delegate portions of portfolio management to outside managers. Client engagements begin with document and risk-profile reviews and proceed through written planning deliverables and scheduled follow-ups under project-based or ongoing arrangements.
Noteworthy distinctions in the brochure include the firm’s formal qualified plan consulting for employer-sponsored retirement plans and the provision of public educational seminars and speaking engagements (including occasional pro-bono offerings), both of which are uncommon among independent peers. The firm is fee-only and manages roughly $3.6 million for a small number of clients, a scale that the brochure suggests supports planner-led, hands-on service and direct client contact.
Client services
Expertise
Fee options
Modular Financial Planning fees start at $900 up to $7,200; One-Time Financial Plans start at $3,000 up to $9,000
$0 - $499,999.99: 1.00% $500,000 - $999,999.99: 0.95% $1,000,000 - $1,999,999.99: 0.75% $2,000,000 - No limit (Negotiable): Negotiable
$300 per hour, billed in 15-minute increments, minimum two hours per engagement
Ongoing Financial Planning annual fee ranges from $720 to $14,000, paid monthly ($50 to $1,200 per month), fees negotiable and may be waived if client has $500,000+ AUM with Investment Management Services
Minimum fee: Minimum annual advisory fee of $500 Fee-only: Firm is fee-only; no commissions or third-party compensation
Main office
1751 River Run Suite 200
Fort Worth TX 76107
Advisors at this office
1
Most active in
Texas
Also doing business as
Waymaker Financial Planning · Waymaker Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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