Vawter Financial at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 247 individual clients, 103 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 1,155 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | vawterfinancial.com |
| [email protected] | |
| Phone | (614) 451-1002 |
Questions about Vawter Financial
How is Vawter Financial paid?
Vawter Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Vawter Financial have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Vawter Financial, and 4 hold the CFP.
What is the average account at Vawter Financial?
Vawter Financial's average account is about $341,000. That's the assets on its Form ADV divided by its 1,155 accounts.
What does Vawter Financial specialize in?
Vawter Financial's advisors and website list retirement planning, tax planning and estate & legacy planning.
Vawter Financial fees
Vawter Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $394 million |
| Individual clients | 144 |
| High-net-worth clients | 103 |
| Accounts managed | 1,155 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-112975) |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 108830 |