Travis Grasser
RBF Wealth Advisors · St. Louis, Missouri
Travis Grasser is a fee-only financial advisor at RBF Wealth Advisors in St. Louis, Missouri. RBF Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RBF Wealth Advisors |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $716.1M across 2,421 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7499321 |
| Exams passed | Series 66 (2021) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.theretirementinsiderspodcast.com |
How Travis's firm compares
- RBF Wealth Advisors's average account is about $296,000, from its Form ADV (assets managed divided by 2,421 accounts).
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Questions about Travis
Is Travis Grasser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and RBF Wealth Advisors 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, RBF Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis Grasser based?
Travis Grasser is based in St. Louis, Missouri.
Is Travis Grasser registered with the SEC?
Yes. Travis Grasser is registered as an investment adviser representative in MO (CRD 7499321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RBF Wealth Advisors manage?
RBF Wealth Advisors reports $716.1M across 2,421 accounts in assets under management.
How do I contact Travis Grasser?
Through Travis's website, www.theretirementinsiderspodcast.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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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