# Travis Schaat

> Travis Schaat is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho. Travis charges a percentage of assets and focuses on equity compensation, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/travis-schaat/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Perspective Wealth Partners
- **Based in:** Boise, Idaho
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $843.9M across 265 accounts
- **Specialties:** Equity compensation, Tax planning, Retirement planning
- **Works with:** Executives, Tech employees, Retirees, Early-career professionals, High earners, Founders
- **CRD:** 5634032 (https://adviserinfo.sec.gov/individual/summary/5634032)
- **SEC registration:** Investment adviser representative in ID, NE
- **Exams passed:** Series 65 (2018)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.perspectivewealth.com/

## Frequently asked questions

### Is Travis Schaat a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Perspective Wealth Partners 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 charges a percentage of assets.

### Where is Travis Schaat based?

Travis Schaat is based in Boise, Idaho.

### What does Travis specialize in?

Travis's specialties include equity compensation, tax planning and retirement planning. Travis works with executives, tech employees, retirees, early-career professionals and high earners.

### Is Travis Schaat registered with the SEC?

Yes. Travis Schaat is registered as an investment adviser representative in ID and NE (CRD 5634032), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Perspective Wealth Partners manage?

Perspective Wealth Partners reports $843.9M across 265 accounts in assets under management.

### How do I contact Travis Schaat?

Through Travis's website, www.perspectivewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5634032): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://perspectivewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.