William Samuel Whitaker

CFP

Vawter Financial LTD

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners

Vawter Financial LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

207 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$313.6M

Fee Structure

Minimum Investment:$200K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	0.50%
$5.0M - $10.0M	0.35%
$10.0M - $25.0M	0.25%
$25M+	0.25%

Fees are negotiable for over $25,000,000. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

William Samuel Whitaker

Location

1161 Bethel Road, Suite 304, Columbus, OH, 43220

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Previous Registrations

Summit Financial Strategies INC

September 2009 - January 2017 · 7 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.

Additional Information

William Whitaker is a Columbus, OH Fee-Only Financial Planner serving Columbus and all surrounding areas. William Whitaker is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.