William Samuel Whitaker
CFP®Professional Summary
William Samuel Whitaker, CFP®, who also goes by Billy Samuel Whitaker, Will Samuel Whitaker, is a registered financial advisor currently at VAWTER FINANCIAL LTD located in Columbus, Ohio. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Risk Management & Insurance
- Investment Management
- Tax Planning
Biography
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. Managing your finances is complex and time-consuming. You’ve earned the right to partner with the experts at Vawter Financial to simplify the process. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes....
Other Aliases
Billy Samuel Whitaker, Will Samuel Whitaker
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
VAWTER FINANCIAL LTD
Contact Information
Main Address
1161 Bethel Road Suite 304, Columbus, OH 43220Phone Number
(614) 451-1002# of Employees
5SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,155AUM (Assets Under Management)
$394,368,793Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
VAWTER FINANCIAL LTD
State Registrations and Notice Filings
(9/15/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Samuel Whitaker's CRS (Customer Relationship Summary).
Services Offered by William
- Social Security & Medicare Planning
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Risk Management & Insurance
- Investment Management
- Tax Planning
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