Travis Allen
Fiduciary Financial Planning & Investment Management.
Custom Wealth Planners · Ankeny, Iowa
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- HENRY (High Earners, Not Rich Yet)
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.
Services
- Cash Flow Planning
- Estate Planning
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Charitable Giving
- College/Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Stock Option Planning
- Tax Strategy
- 401(k) & IRA Management
Facts
| Firm | Custom Wealth Planners |
|---|---|
| Based in | Ankeny, Iowa |
| Fee model | Percentage of assets · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2023 |
| Firm size | 1 employee |
| Credentials | CFA · CFP · RICP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in IA · CRD 6637692 |
| Exams passed | Series 63 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | customwealthplanners.com |
| Profile |
How Travis's firm compares
- Custom Wealth Planners's average account is about $293,000, from its Form ADV (assets managed divided by 349 accounts).
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Questions about Travis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Custom Wealth Planners website : specialties, clients served, and fees, checked October 28, 2026
- 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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