Tony Blagrove
Traveka Wealth · Los Altos, California
Tony Blagrove is a fee-only financial advisor at Traveka Wealth in Los Altos, California, who holds the CFA and CFP credentials. Traveka Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Traveka Wealth |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $730.8M across 798 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4949351 |
| Exams passed | Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Tony's firm compares
- Traveka Wealth's average account is about $916,000, from its Form ADV (assets managed divided by 798 accounts).
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Questions about Tony
Is Tony Blagrove a fee-only financial advisor?
Yes. Tony Blagrove is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tony's firm.
How does Tony charge for financial advice?
Tony's firm, Traveka Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Tony Blagrove based?
Tony Blagrove is based in Los Altos, California.
What credentials does Tony Blagrove hold?
Tony Blagrove holds the CFA and CFP credentials.
Is Tony Blagrove registered with the SEC?
Yes. Tony Blagrove is registered as an investment adviser representative in CA and TX (CRD 4949351), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Traveka Wealth manage?
Traveka Wealth reports $730.8M across 798 accounts in assets under management.
How do I contact Tony Blagrove?
Contact details aren't on file yet. Search for Traveka Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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