Vawter Financial Ltd

Vawter Financial, Ltd. is a fee-only financial advisory firm based in Columbus, OH, providing comprehensive financial planning and investment management services since 1991. The firm specializes in tailored wealth advisory services for individuals, trusts, and small business owners, offering options for clients to manage their own portfolios or have the firm manage them on a discretionary basis. The firm's team includes experienced advisors with certifications such as CFP®, MS, AEP®, and ChFC®. For wealth advisory services, clients can choose between a flat fee or a tiered fee structure based on assets under management, with fees billed quarterly in advance. Vawter Financial does not receive fees from third parties and operates as a fiduciary, acting in the best interests of clients. The firm recommends Charles Schwab as a custodian and broker, providing clients with access to a wide range of investment products and services. Clients receive regular portfolio and financial planning reviews, with account statements directly from the custodian. As of December 31, 2024, Vawter Financial manages approximately $313,564,983 in assets under management on a discretionary basis. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Clients are encouraged to review the firm's Form ADV for additional financial information and disclosures.