Vawter Financial LTD
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vawter Financial, Ltd. provides fee-only comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and small business owners, including those with employer retirement plans. The firm reports approximately $394 million in discretionary assets under management and integrates asset management with financial planning for its clients.
The firm employs a strategic asset allocation framework with periodic rebalancing and describes a buy-and-hold orientation while using a broad mix of individual stocks, bonds, ETFs, mutual funds, options and other public and private securities. Advisors conduct annual in-depth portfolio and planning reviews, accept reasonable client-imposed investment restrictions, and manage accounts on a discretionary basis.
The brochure discloses that Vawter may use margin borrowing in client portfolios — including purchasing securities with money borrowed from a brokerage account — and it also advertises third‑party ratings in its public materials, practices that are less common among comparable team firms. The firm further describes its relationships with a major custodian, the use of standing letters of authorization (SLOAs) and the resulting constructive custody and custodian-provided support services.
Client services
Expertise
Occupation focus
Fee options
Flat fee option with annual minimum $5,000 and maximum $50,000, based on client complexity; negotiable
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.35% annually $10,000,001 - $25,000,000: 0.25% annually Over $25,000,000+: Negotiable
Account minimum: $200,000 Minimum fee: $5,000 annually (minimum Wealth Advisory fee) Fee-only: Fee-only compensation; no commissions or other remuneration from product sponsors
Main office
1161 Bethel Road, Suite 304
Columbus OH 43220
Advisors at this office
4
Most active in
California · Colorado · Florida · Michigan · North Carolina · Ohio · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Katrina M
CFP®
Columbus, OH
Vawter Financial LTD
Katrina Moore is a CFP® professional with six years of industry experience, currently serving at Vawter Financial, Ltd. in Columbus, Ohio. She has been with the firm since 2016. Vawter Financial, Ltd. provides fee-only comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and small business owners. The firm manages approximately $394 million in discretionary assets using a strategic asset allocation framework with a buy-and-hold orientation across a broad mix of securities.
Robert J
CFP®
Columbus, OH
Vawter Financial LTD
Robert Jamison is a CFP® professional with four years of experience, currently serving at Vawter Financial LTD. Prior to joining Vawter Financial, he was with Stoneburner Wealth Management and spent four years at The Ohio State University. Vawter Financial, Ltd. is a fee-only advisory firm that provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients using a strategic asset allocation framework with periodic rebalancing and a buy-and-hold investment philosophy.
Gary V
CFP®, ChFC®, Series 63
Columbus, OH
Vawter Financial LTD
Gary Vawter is a CFP® and ChFC® with 21 years of industry experience. He has been with Vawter Financial, Ltd. since 1991. The firm is a fee-only advisory team of four based in Columbus, Ohio. Vawter Financial, Ltd. provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients, employing a strategic asset allocation framework with a buy-and-hold investment philosophy and offers both discretionary and client-directed portfolio management.
William W
CFP®
Columbus, OH
Vawter Financial LTD
William Whitaker is a CFP® professional with 15 years of industry experience. He has been with Vawter Financial, Ltd. since 2017 and previously worked at Summit Financial Strategies, Inc. from 2014 to 2017. Vawter Financial, Ltd. is a fee-only advisory firm serving individuals, trusts, small business owners, and retirement plan sponsors. The firm employs a strategic asset allocation approach with buy-and-hold investing, offering discretionary or client-controlled portfolio management and regular reviews based on market performance and client goals.
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