Travis Ray
By Design Financial Planning · Greensboro, North Carolina
Travis Ray is a fee-only financial advisor at By Design Financial Planning in Greensboro, North Carolina, who holds the CFP credential. Travis charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,800 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | By Design Financial Planning |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,800 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $4.9M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC · CRD 7629688 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bydesignfp.com |
| Profile |
How Travis's firm compares
- Ongoing planning starts at $2,800 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- By Design Financial Planning's average account is about $59,000, from its Form ADV (assets managed divided by 83 accounts).
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Questions about Travis
Is Travis Ray a fee-only financial advisor?
Yes. Travis Ray 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 an ongoing planning fee and a percentage of assets.
How much does Travis charge?
According to By Design Financial Planning's website, checked October 28, 2026: ongoing planning from $2,800 a year; 1% a year on the first tier of assets managed.
Where is Travis Ray based?
Travis Ray is based in Greensboro, North Carolina.
What does Travis specialize in?
Travis's specialties include retirement planning, tax planning and estate & legacy planning. Travis works with pre-retirees.
What credentials does Travis Ray hold?
Travis Ray holds the CFP credential.
Is Travis Ray registered with the SEC?
Yes. Travis Ray is registered as an investment adviser representative in FL and NC (CRD 7629688), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does By Design Financial Planning manage?
By Design Financial Planning reports $4.9M across 83 accounts in assets under management.
How do I contact Travis Ray?
Through Travis's website, bydesignfp.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
- By Design Financial Planning 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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