Vawter Financial Ltd

Vawter Financial Ltd (CRD# 108830) is a financial advisory firm headquartered in Columbus, OH. They manage $65,000,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $185,714
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 - 2 of 2 top financial advisors.
1
Krista A. Cavalieri
CRD#: 5018689
1161 Bethel Rd, Suite 304, Columbus, OH 43220
96
Wealthminder
score

Krista Cavalieri (CRD# 5018689) is an Investment Advisor Representative working at Vawter Financial Ltd in Columbus, OH and has over 11 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.

2
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 24 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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