Waymaker Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,624,339
Total clients
7
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$517,763
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
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 location
Waymaker Financial Planning
1751 River Run Suite 200
Fort Worth TX 76107, United States
Number of offices
2
Most active in
Waymaker Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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