Firm
Waymaker Financial Planning
Fort Worth, Texas
Fee-only
Waymaker Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 2 of them high net worth.
- Its average account is about $329,000 (assets it manages divided by its 11 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Texas median of $3,000.
- Its hourly rate of $300 is above the Texas median of $250.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Fort Worth, Texas |
|---|---|
| Website | waymakerfp.com |
| [email protected] | |
| Phone | (817) 935-0825 |
Waymaker Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $900 |
| Hourly | $300 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Typically starts at $1,500 per quarter - average complexity" source
"Sample fee: Investment Analysis $900+" source
"a billable rate of $300 per hour" source
"Best for clients who need ongoing support, accountability, and a Net Worth of $750K" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 5 |
| High-net-worth clients | 2 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 308177 |