William WhitakerCRD Number: 5713537
Current Firm: Vawter Financial Ltd
Compensation Model: Fee Only
William Whitaker (CRD# 5713537) is an Investment Advisor Representative working at Vawter Financial Inc. in Columbus, OH and has 13 year of experience in the finance industry. William Whitaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Vawter financial is a fee-only advisory firm serving clients in central Ohio and around the country. We receive no compensation from the sale of investment or insurance products. We get paid to provide advice that is in the best interest of our clients, the “fiduciary” standard.
Our business is focused on small business owners entering a trasition (transition to the next generation or sale of the business) and physicians. In many instances these two may overlap.
Our wealth management approach combines tax planning, investment planning, insurance planning, education planning, estate planning, and long-term retirement projections to make sure you receive holistic advice. All of our advisor has a minimum of a Masters degree in Financial Planning and the Certified Financial Planner designation (CFP).
Review our website to see if we might be the difference you are looking for.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Summit Financial Strategies, Inc.||Columbus, OH||Apr 2014 - Current||4|
|Summit Financial Strategies, Inc.||Columbus, OH||Apr 2011 - Apr 2014||3|
|Summit Financial Strategies, Inc.||Columbus, OH||Apr 2010 - Apr 2011||1|
|Summit Financial Strategies, Inc.||Columbus, OH||Sep 2006 - Apr 2010||3|
|Durbin, Bennett, Peterson||Austin, TX||Jul 2006 - Sep 2006||< 1|
Total Assets Under Management75MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$187,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.