Travis Gatzemeier is a CFP-designated registered investment advisor at Kinetix Financial Planning, based in Flower Mound, TX, with 12 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 41 clients with $9.2M 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 | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Ongoing financial planning is offered at no additional cost to investment management clients with at least $1,000,000 in assets under management.
Fee Estimator
Location
Flower Mound, TX
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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 Activities
Travis is licensed to sell life and health insurance, but is no longer affiliated with any insurance organization. He will not sell insurance products to clients or prospective clients of the firm.
Employment History
Current Registrations
Kinetix Financial Planning
Previous Registrations
Brookstone Capital Management LLC
TD Ameritrade, INC.Broker
State Registrations1 state
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.