Michelle Vargas is a CFP-designated registered investment advisor at Waymaker Financial Planning, based in Fort Worth, TX, with 5 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Gen X, Investment Management, and 3 more. Their firm serves 7 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Contact
Michelle Vargas
Location
1751 River Run Suite 200, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Waymaker Financial Planning
State Registrations1 state
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