Waymaker Financial Planning

Waymaker Financial Planning (CRD# 308177) is a financial advisory firm headquartered in Fort Worth, TX. They manage $399,277 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1751 River Run Suite 200, Fort Worth, TX 76107
https://www.linkedin.com/company/waymaker-financial-planning?trk=public_profile_topcard-current-company
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $57,040
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Waymaker Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Vargas, financial advisor Fort Worth TX
Michelle M. Vargas
CRD#: 2441702
1751 River Run Suite 200, Fort Worth, TX 76107

Michelle Vargas (CRD# 2441702) is an Investment Advisor Representative working at Waymaker Financial Planning in Fort Worth, TX and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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