A complete list of active advisors currently associated with Vawter Financial LTD

Warmer can help you find a great advisor at Vawter Financial LTD or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vawter Financial LTD, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.