WAYMAKER FINANCIAL PLANNING

WAYMAKER FINANCIAL PLANNING of FORT WORTH, TX is an SEC-registered investment adviser (CRD 308177). Regulatory assets under management: $3.6M.

Registration

• CRD: 308177
• Type: Registered investment adviser
• Location: 1751 RIVER RUN SUITE 200, FORT WORTH, TX, 76107
• Phone: 817 935 0825
• Latest filing: 2026-02-19
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search