Travis Hughes
Downshift Financial · Erie, Colorado
Travis Hughes is a fee-only financial advisor at Downshift Financial in Erie, Colorado, who holds the CFP and EA credentials. Travis charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Downshift Financial |
|---|---|
| Based in | Erie, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Accepting new clients | Yes |
| Assets under management | $214.7M across 354 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, CO, TX, VA · CRD 6993426 |
| Exams passed | Series 66 (2018) · Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | downshiftfinancial.com |
| Profile |
How Travis's firm compares
- Ongoing planning starts at $12,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Downshift Financial's average account is about $606,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about Travis
Is Travis Hughes a fee-only financial advisor?
Yes. Travis Hughes 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Travis charge?
According to Downshift Financial's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Where is Travis Hughes based?
Travis Hughes is based in Erie, Colorado.
What does Travis specialize in?
Travis's specialties include retirement planning and tax planning. Travis works with mid-life transitions.
What credentials does Travis Hughes hold?
Travis Hughes holds the CFP and EA credentials.
Is Travis Hughes registered with the SEC?
Yes. Travis Hughes is registered as an investment adviser representative in CA, CO, TX and VA (CRD 6993426), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Downshift Financial manage?
Downshift Financial reports $214.7M across 354 accounts in assets under management.
How do I contact Travis Hughes?
Through Travis's website, downshiftfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Downshift Financial 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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