TM
TM

Travis Maus

13 Years of Experience
Binghamton, NY

Travis Maus is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Binghamton, NY, with 13 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 763 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
763 clients
Average Client Portfolio
$744K average
Assets Under Management
$568.0M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500

S.E.E.D.'s investment management fees can be as high as 2% per year. A minimum fee of $2,500 may apply. The specific fee is based on your individual agreement with S.E.E.D.

Loading...

Location

31 Lewis Street, Suite 401, Binghamton, NY, 13901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Travis is the Chair of the Board of Directors and a shareholder of Not Quite Right Media Inc, a marketing and digital products company. He spends about 10-20% of his time on duties including organization, strategic planning, and governance.

Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisors LLCBroker
June 2013 - August 2016 · 3 yrs 2 mos
Cetera Advisors LLC
June 2013 - December 2015 · 2 yrs 6 mos
AXA Advisors, LLC
January 2008 - July 2013 · 5 yrs 6 mos
AXA Advisors, LLCBroker
September 2007 - July 2013 · 5 yrs 10 mos
State Registrations2 states
NYTN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Travis Maus - Financial Advisor | TrueAdvisor