Travis Franks
Prosperity Planning · North Kansas City, Missouri
Travis Franks is a fee-only financial advisor at Prosperity Planning in North Kansas City, Missouri, who holds the CFP credential. Prosperity Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prosperity Planning |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $543.2M across 1,432 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 8127353 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prosperityplanninginc.com |
How Travis's firm compares
- Prosperity Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
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Questions about Travis
Is Travis Franks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Prosperity Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Travis charge for financial advice?
Travis's firm, Prosperity Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Travis Franks based?
Travis Franks is based in North Kansas City, Missouri.
What credentials does Travis Franks hold?
Travis Franks holds the CFP credential.
Is Travis Franks registered with the SEC?
Yes. Travis Franks is registered as an investment adviser representative in MO and TX (CRD 8127353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Planning manage?
Prosperity Planning reports $543.2M across 1,432 accounts in assets under management.
How do I contact Travis Franks?
Through Travis's website, www.prosperityplanninginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kansas City
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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