MichelleVargas- Financial Advisor Fort Worth, TX

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About Michelle Vargas

Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

CRD#

2441702

Firm CRD#

308177

Name of Custodial Firm

SEI, Altruist, Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have over 9 years of professional experience advising clients. I love helping families make wise financial decisions and simplify their finances so that more time is freed up to do what they enjoy. I have worked for other large advisory firms, but what I value most at Waymaker Financial Planning is that I am independent, and there are no proprietary funds, which minimizes conflicts of interest. I work as a Fiduciary for my clients at all times.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Flat Fee, Based on Assets, Hourly

Fee % Based on Assets

.75 to 1%

Hourly Rate

Additional Details on Charges

One-Time Financial Plans - Typically $3750. Increases with complexity. Ongoing Financial Planning - Typically $1500 per quarter. Increases with complexity. Limited Scope Plans - Available for 1 or 2 subject areas.

Minimum Fee Charged for Hourly Planning Accounts

$500

Education

Bachelor of Science - Finance

University of Louisiana
1985 -1990

CFP Professional Education Program - Financial Planning

College for Financial Planning
1996 -1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891780/paladinregistry-Waymaker-Financial-Planning-detailed-disclosure.html

Disclaimer

Waymaker Financial Planning, LLC is an Investment Advisor registered with the State of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (817) 935-0825 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from WFP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.waymakerfp.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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Paladin Research Report For:

Michelle Vargas

Waymaker Financial Planning