# Travis Allen

> Travis Allen is a fee-only financial advisor at Custom Wealth Planners in Ankeny, Iowa, who holds the CFA, CFP and RICP credentials. Travis charges a percentage of assets and a one-time planning fee and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/travis-allen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Custom Wealth Planners
- **Based in:** Ankeny, Iowa
- **Fee model:** Percentage of assets; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFA, CFP, RICP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Pension planning, Tax planning
- **Works with:** High earners, Ultra high net worth, Executives, Founders, Pre-retirees, Retirees, Multi-generational families, HENRY (High Earners, Not Rich Yet)
- **CRD:** 6637692 (https://adviserinfo.sec.gov/individual/summary/6637692)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 63 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://customwealthplanners.com

## About

Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.

## Frequently asked questions

### Is Travis Allen a fee-only financial advisor?

Yes. Travis Allen is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Travis's firm.

### How does Travis charge for financial advice?

Travis charges a percentage of assets and a one-time planning fee.

### Where is Travis Allen based?

Travis Allen is based in Ankeny, Iowa.

### What does Travis specialize in?

Travis's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, pension planning and tax planning. Travis works with high earners, ultra high net worth, executives, founders and pre-retirees.

### What credentials does Travis Allen hold?

Travis Allen holds the CFA, CFP and RICP credentials.

### Is Travis Allen registered with the SEC?

Yes. Travis Allen is registered as an investment adviser representative in IA (CRD 6637692), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Custom Wealth Planners manage?

Custom Wealth Planners reports $25M - $100M in assets under management.

### How do I contact Travis Allen?

Through Travis's website, customwealthplanners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50049): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.customwealthplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.