Wayne Firebaugh, Inc.

WayneFirebaugh, Inc. provides investment advisory services to individuals — including high‑net‑worth clients — and to retirement plans, offering portfolio management, modular financial planning, selection of third‑party money managers, and plan fiduciary support. The firm operates with a single primary advisor and manages a relatively large number of client relationships for a small adviser team (roughly 195 clients).

Investment advice is delivered through customized accounts and model portfolios that primarily use mutual funds and ETFs, supported by fundamental analysis and both long‑ and short‑term trading when suitable; the firm offers both discretionary and non‑discretionary management. It routinely recommends and monitors third‑party money managers (recently adding Matson Money) and may incorporate tax considerations informed by the owner’s CPA credentials and an affiliated tax‑forecasting application when appropriate.

Notable features disclosed in the brochure include the firm’s licensed insurance consulting activity — indicating advisory involvement with insurance products in addition to securities — and arrangements to share fees with recommended third‑party managers, which the firm identifies as a potential conflict of interest. The combination of a sole CFP/CPA advisor, an affiliated tax‑forecasting tool, and the relatively high client‑per‑advisor ratio are elements the brochure highlights as uncommon among peers in the supported‑firm category.