Katrina Moore is a CFP-designated registered investment advisor at Vawter Financial LTD, based in Columbus, OH, with 5 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 207 clients with $310M 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 for accounts over $25,000,000. Vawter Financial also offers a flat fee option for comprehensive planning, with an annual minimum of $5,000 and a maximum of $50,000, depending on client complexity.
Fee Estimator
Location
1161 Bethel Road, Suite 304, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vawter Financial LTD
State Registrations1 state
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