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Advisor

Travis Stright

Figure 8 Investment Strategies · Boise, Idaho

Travis Stright is a fee-only financial advisor at Figure 8 Investment Strategies in Boise, Idaho, who holds the CFA credential. Travis focuses on sustainable & impact investing. Figure 8 Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

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Specialties

Facts

FirmFigure 8 Investment Strategies
Based in Boise, Idaho
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$233.4M across 391 accounts
CredentialsCFA
SEC registration Investment adviser representative in CA, ID, OR, TX · CRD 7384920
Exams passedSeries 65 (2021)
Firm size7 employees
Disclosures None reported
Websitefigure8investing.com

How Travis's firm compares

  • Figure 8 Investment Strategies's average account is about $597,000, from its Form ADV (assets managed divided by 391 accounts).

What fee-only advisors charge in Idaho

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Questions about Travis

Is Travis Stright a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Figure 8 Investment Strategies 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, Figure 8 Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Travis Stright based?

Travis Stright is based in Boise, Idaho.

What does Travis specialize in?

Travis's specialties include sustainable & impact investing.

What credentials does Travis Stright hold?

Travis Stright holds the CFA credential.

Is Travis Stright registered with the SEC?

Yes. Travis Stright is registered as an investment adviser representative in CA, ID, OR and TX (CRD 7384920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Figure 8 Investment Strategies manage?

Figure 8 Investment Strategies reports $233.4M across 391 accounts in assets under management.

How do I contact Travis Stright?

Through Travis's website, figure8investing.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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