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Paladin Research Report For:

Michelle Vargas

Waymaker Financial Planning

1751 River Run Suite 200
Fort Worth, TX 76107
817-935-0825

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
  • 1

Compliance

Qualifications & Membership

Compensation and Fees

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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