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WAYMAKER FINANCIAL PLANNING
WAYMAKER FINANCIAL PLANNING LLC
CRD 308177
1751 RIVER RUN SUITE 200, FORT WORTH, TX, 76107, United States
Phone
817 935 0825
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.6M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.3M |
| High net worth individuals | 2 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD