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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2020
- Office Locations
- 1
Office Locations
About Waymaker Financial Planning
Waymaker Financial Planning is a fee-only, fiduciary CFP practice led by Michelle Vargas serving Christian women nationwide via virtual planning (with in-person as needed in Fort Worth, TX). The firm provides holistic financial planning and ongoing investment management with an emphasis on proactive tax planning, tax-efficient investing, and charitable giving strategies. It specializes in guiding widows and women navigating major life transitions and investing with a biblical worldview; Schwab is among its custodians.
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Owner & Executives
MICHELLE MILLER VARGAS
Certified Financial Planner, CFP, Chief Compliance Officer, President
- CRD
- #2441702
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,624,339 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,624,339 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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