William Whitaker, financial advisor Columbus OH

William Whitaker

CRD Number: 5713537
Current Firm: Vawter Financial Ltd
Compensation Model: Fee Only

William Whitaker (CRD# 5713537) is an Investment Advisor Representative working at Vawter Financial Inc. in Columbus, OH and has 13 year of experience in the finance industry. William Whitaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.


Vawter financial is a fee-only advisory firm serving clients in central Ohio and around the country.  We receive no compensation from the sale of investment or insurance products.  We get paid to provide advice that is in the best interest of our clients, the “fiduciary” standard.


Our business is focused on small business owners entering a trasition (transition to the next generation or sale of the business) and physicians.  In many instances these two may overlap.


Our wealth management approach combines tax planning, investment planning, insurance planning, education planning, estate planning, and long-term retirement projections to make sure you receive holistic advice.  All of our advisor has a minimum of a Masters degree in Financial Planning and the Certified Financial Planner designation (CFP).


Review our website to see if we might be the difference you are looking for.



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Professional Designations
Company Name Location Dates Years
Summit Financial Strategies, Inc. Columbus, OH Apr 2014 - Current 6
Summit Financial Strategies, Inc. Columbus, OH Apr 2011 - Apr 2014 3
Summit Financial Strategies, Inc. Columbus, OH Apr 2010 - Apr 2011 1
Summit Financial Strategies, Inc. Columbus, OH Sep 2006 - Apr 2010 3
Durbin, Bennett, Peterson Austin, TX Jul 2006 - Sep 2006 < 1

William Whitaker has no recent exams reported.
Contact Info for William Whitaker
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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This advisor has a clean track record with regulators.

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