WAYMAKER FINANCIAL PLANNING

Overview

Waymaker Financial Planning operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individuals and families through financial planning and portfolio management for individuals and small businesses. Its advisory services extend to pension consulting, selecting outside advisers on behalf of clients, and running educational seminars and workshops. Waymaker acts as a capital allocator, directing client capital into third‑party managers and pooled vehicles rather than concentrating solely on proprietary products. The firm charges a mix of fee types — percentage of AUM, hourly charges and fixed fees — allowing flexibility for planning engagements and ongoing portfolio management. Waymaker is not an active ESG investor and does not operate as a multistate adviser.

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Location & Offices