Travis Poodiack
Birch Financial Group · Keene, New Hampshire
Travis Poodiack is a fee-only financial advisor at Birch Financial Group in Keene, New Hampshire, who holds the CFP credential. Birch Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birch Financial Group |
|---|---|
| Based in | Keene, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $264.7M across 652 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 6527796 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | birchfinancialgroup.com |
| Profile |
How Travis's firm compares
- Birch Financial Group's average account is about $406,000, from its Form ADV (assets managed divided by 652 accounts).
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Questions about Travis
Is Travis Poodiack a fee-only financial advisor?
Yes. Travis Poodiack is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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, Birch Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis Poodiack based?
Travis Poodiack is based in Keene, New Hampshire.
What credentials does Travis Poodiack hold?
Travis Poodiack holds the CFP credential.
Is Travis Poodiack registered with the SEC?
Yes. Travis Poodiack is registered as an investment adviser representative in NH (CRD 6527796), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Birch Financial Group manage?
Birch Financial Group reports $264.7M across 652 accounts in assets under management.
How do I contact Travis Poodiack?
Through Travis's website, birchfinancialgroup.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
- 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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