William Whitaker is a CFP-designated registered investment advisor at Vawter Financial LTD, based in Columbus, OH, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 247 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Clients also have the option to pay an annual flat fee ranging from $5,000 to $50,000 instead of a percentage of assets.
Fee Estimator
Contact
William Whitaker
Location
1161 Bethel Road, Suite 304, Columbus, OH, 43220
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Vawter Financial LTD
Previous Registrations
Vawter Financial LTD
Summit Financial Strategies INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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.
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