Vawter Financial Ltd

Vawter Financial Ltd (CRD# 108830) is a financial advisory firm headquartered in Columbus, OH. They manage $75,000,000 in 400 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $187,500
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.

OH, TX

Financial Advisors at Vawter Financial Ltd
Showing 1 - 3 of 3 top financial advisors.
1
William Whitaker
CRD#: 5713537
7965 North High Street, Suite 350, Columbus, OH 43235
103
Wealthminder
score

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.

 

www.vawterfinancial.com 

2
Krista A. Cavalieri
CRD#: 5018689
1161 Bethel Rd, Suite 304, Columbus, OH 43220
101
Wealthminder
score

Krista Cavalieri (CRD# 5018689) is an Investment Advisor Representative working at Vawter Financial Ltd in Columbus, OH and has over 12 years of experience in the finance industry. Krista Cavalieri 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.

3
Gary L. Vawter
CRD#: 1317956
1161 Bethel Road, Suite 304, Columbus, OH 43220
96
Wealthminder
score

Gary Vawter (CRD# 1317956) is an Investment Advisor Representative working at Vawter Financial Ltd in Columbus, OH and has over 26 years of experience in the finance industry. Gary Vawter 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.

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