About Waymaker Financial Planning
Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.
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General Information
Firm Start Year
2020
No. of Employees
1
CRD#
2441702
Firm CRD#
308177
Name of Custodial Firm
SEI, Altruist, Schwab
Years of Experience in Financial Services
9
Number of Years with Current Firm
4
Work Experience
I have over 9 years of professional experience advising clients. I love helping families make wise financial decisions and simplify their finances so that more time is freed up to do what they enjoy. I have worked for other large advisory firms, but what I value most at Waymaker Financial Planning is that I am independent, and there are no proprietary funds, which minimizes conflicts of interest. I work as a Fiduciary for my clients at all times.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Flat Fee, Based on Assets, Hourly
Fee % Based on Assets
.75 to 1%
Hourly Rate
250
Additional Details on Charges
One-Time Financial Plans - Typically $3750. Increases with complexity. Ongoing Financial Planning - Typically $1500 per quarter. Increases with complexity. Limited Scope Plans - Available for 1 or 2 subject areas.
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Bachelor of Science - Finance
University of Louisiana
1985 -1990
CFP Professional Education Program - Financial Planning
College for Financial Planning
1996 -1998
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891780/financialplanners-Waymaker-Financial-Planning-detailed-disclosure.html
Disclaimer
Waymaker Financial Planning, LLC is an Investment Advisor registered with the State of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (817) 935-0825 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from WFP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.waymakerfp.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.