Treavor Dodsworth is a CFP-designated registered investment advisor at Sycomore Financial, based in Anderson, IN, with 10 years of industry experience. Treavor 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, High Net Worth, and 5 more. Their firm serves 50 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory services are included as part of the ongoing comprehensive financial planning fees. If a client uses an outside manager, that manager will separately debit the client's account for their fee.
Contact
Treavor Dodsworth
Location
Anderson, IN
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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.
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Treavor owns Monthy Financial Coaching LLC, which is not investment-related. He dedicates about 10-20% of his time to financial coaching.
Employment History
Current Registrations
Sycomore Financial
Previous Registrations
Northwest Financial Services INC
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.
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