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Financial Services·Listed 1 mo ago

Travis Wealth Partners

Fee-only financial planning, fiduciary always.

Austin, TX

About

Independent, fee-only planning — no commissions, no products to push. Specializes in equity-comp planning and early retirement. Held to a fiduciary standard on every dollar.

The alumni behind it (2)

Felix ConradVerified alumni
Class of 2011·Lakemont Preparatory Academy

Left a corporate construction job to do this full time. Still lives in North Loop.

Priya SundaramVerified alumni
Class of 2018·Lakemont Preparatory Academy

Studied engineering at Howard. Raising two kids in Tarrytown.