Katrina Moore
Vawter Financial · Columbus, Ohio
Katrina Moore is a fee-only financial advisor at Vawter Financial in Columbus, Ohio, who holds the CFP credential. Vawter Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vawter Financial |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $394.4M across 1,155 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7242410 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.vawterfinancial.com |
How Katrina's firm compares
- Vawter Financial's average account is about $341,000, from its Form ADV (assets managed divided by 1,155 accounts).
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Questions about Katrina
Is Katrina Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katrina holds no broker registration, and Vawter Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katrina charge for financial advice?
Katrina's firm, Vawter Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katrina Moore based?
Katrina Moore is based in Columbus, Ohio.
What credentials does Katrina Moore hold?
Katrina Moore holds the CFP credential.
Is Katrina Moore registered with the SEC?
Yes. Katrina Moore is registered as an investment adviser representative in OH (CRD 7242410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vawter Financial manage?
Vawter Financial reports $394.4M across 1,155 accounts in assets under management.
How do I contact Katrina Moore?
Through Katrina's website, www.vawterfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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