Robert Jamison
Vawter Financial · Columbus, Ohio
Robert Jamison 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.
Request an introduction to Robert →
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 7359379 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.vawterfinancial.com |
How Robert's firm compares
- Vawter Financial's average account is about $341,000, from its Form ADV (assets managed divided by 1,155 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Jamison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Vawter Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Jamison based?
Robert Jamison is based in Columbus, Ohio.
What credentials does Robert Jamison hold?
Robert Jamison holds the CFP credential.
Is Robert Jamison registered with the SEC?
Yes. Robert Jamison is registered as an investment adviser representative in OH (CRD 7359379), 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 Robert Jamison?
Through Robert'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.
See something wrong? Request a correction. Read our methodology.