Waymaker Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees are based on our billable rate of $300 per hour.”

Flat or project fee

$900

“Modular Financial Plans start at $900 with a maximum fee range of $7,200.”

Monthly fee

$50⁠-⁠$1,200/mo

“This service consists of an annual fee ranging from $720 to $14,000, paid monthly, in arrears ($50 to $1,200 per month).”

Annual fee

$720⁠-⁠$14,000/yr

From the same sentence as above.

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

How Waymaker Financial Planning bills

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

• “All fees are negotiable at our sole discretion.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Waymaker Financial Planning’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $900 is below the Texas median of $3,850. 8% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
• Its annual fee of $720-$14,000 spans the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.
• 3 of the 4 other planners in Fort Worth that publish an annual fee charge less.

About Waymaker Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

3% a year

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$3,624,339

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308177

Website

waymakerfp.com (opens in new tab)

Phone

(817) 935-0825

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth