Travis Tazawa
Travis Tazawa is a CFP-designated registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 8 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
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Regulatory History
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 ActivitiesSells Insurance
Travis is involved with Milestone Wealth Management, focusing on insurance sales and wealth management, dedicating full-time hours. He is also the Executive Director at Milestone Coach Advisory Services, LLC, focusing on business planning and insurance sales, also dedicating nearly full-time hours.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
Claraphi Advisory Network, LLC
Change Path LLC
State Registrations2 states
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.