Wayfinder Wealth Warriors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

Up to $20,000

“Fixed fee rates range between $0 to $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wayfinder Wealth Warriors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance, ranging from $0 to $5,000.”

How Wayfinder Wealth Warriors LLC’s fees compare

• Its hourly rate of $500 is above the South Carolina median of $250. 91% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of up to $20,000 spans the South Carolina median of $3,000. 86% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Lexington that publish a flat or project fee charge less.

About Wayfinder Wealth Warriors LLC

• Principal: Jonathan Wallace
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$4,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328657

Website

wayfinderwealthwarriors.com (opens in new tab)

Phone

(839) 223-4583

Other planners in Lexington that publish fees

• Better Things Financial Partners LLCLexington$5,000
• Brightworks Financial Planning LLCLexington$250⁠-⁠$350/hr, $175⁠-⁠$475
• CMC Wealth Management, LLCLexington$200⁠-⁠$500/hr
• Limehouse Wealth Management LLCLexington$1,000⁠-⁠$10,000

Compare all 5 planners in Lexington