Vawter Financial LTD fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Vawter Financial LTD charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Our flat fee option has an annual minimum of $5,000 and a maximum of $50,000 depending on client complexity and the resources required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vawter Financial LTD bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “The fee for our service is negotiable and will be payable in advance on a quarterly basis depending on what the client selects in the signed Client Care Agreement.”
How Vawter Financial LTD’s fees compare
- Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 9 of the 18 other planners in Columbus that publish a flat or project fee charge less.
About Vawter Financial LTD
“About Vawter Financial, Ltd. (VF) VF provides fee-only comprehensive financial planning and investment management services to our clients to help them achieve their unique personal and business financial objectives.”
- Principal: Gary Vawter
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 247
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $394,368,793
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108830
- Phone
- (614) 451-1002
Can advise clients in 8 states: California, Colorado, Florida, Michigan, North Carolina, Ohio, Texas, Utah
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.