William Whitaker
Vawter Financial · Columbus, Ohio
William Whitaker is a fee-only financial advisor at Vawter Financial in Columbus, Ohio, who holds the CFP and MS credentials. William focuses on retirement planning, tax planning and estate & legacy planning. Vawter Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
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 · MS |
| SEC registration | Investment adviser representative in OH · CRD 5713537 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | vawterfinancial.com |
| Profile |
How William'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 William
Is William Whitaker a fee-only financial advisor?
Yes. William Whitaker is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William's firm, Vawter Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Whitaker based?
William Whitaker is based in Columbus, Ohio.
What does William specialize in?
William's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does William Whitaker hold?
William Whitaker holds the CFP and MS credentials.
Is William Whitaker registered with the SEC?
Yes. William Whitaker is registered as an investment adviser representative in OH (CRD 5713537), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vawter Financial manage?
Vawter Financial reports $394.4M across 1,155 accounts in assets under management.
How do I contact William Whitaker?
Through William's website, vawterfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Vawter Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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