Travis Gatzemeier
Kinetix Financial Planning LLC · Flower Mound, Texas
Travis Gatzemeier is a fee-only financial advisor at Kinetix Financial Planning LLC in Flower Mound, Texas, who holds the CFP credential. Kinetix Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kinetix Financial Planning LLC |
|---|---|
| Based in | Flower Mound, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.2M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5894167 |
| Exams passed | Series 63 (2011) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Travis's firm compares
- Kinetix Financial Planning LLC's average account is about $293,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Travis
Is Travis Gatzemeier a fee-only financial advisor?
Yes. Travis Gatzemeier is listed in 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's firm, Kinetix Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis Gatzemeier based?
Travis Gatzemeier is based in Flower Mound, Texas.
What credentials does Travis Gatzemeier hold?
Travis Gatzemeier holds the CFP credential.
Is Travis Gatzemeier registered with the SEC?
Yes. Travis Gatzemeier is registered as an investment adviser representative in TX (CRD 5894167), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kinetix Financial Planning LLC manage?
Kinetix Financial Planning LLC reports $13.2M across 45 accounts in assets under management.
How do I contact Travis Gatzemeier?
Contact details aren't on file yet. Search for Kinetix Financial Planning LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Flower Mound
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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