Travis Trettin
Yosemite Wealth · Oakhurst, California
Travis Trettin is a fee-only financial advisor at Yosemite Wealth in Oakhurst, California. Travis focuses on retirement planning. Yosemite Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Yosemite Wealth |
|---|---|
| Based in | Oakhurst, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $16.3M across 137 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6748729 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | yosemitewealth.com |
| Profile |
How Travis's firm compares
- Yosemite Wealth's average account is about $119,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Travis
Is Travis Trettin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Yosemite Wealth 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, Yosemite Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Travis Trettin based?
Travis Trettin is based in Oakhurst, California.
What does Travis specialize in?
Travis's specialties include retirement planning.
Is Travis Trettin registered with the SEC?
Yes. Travis Trettin is registered as an investment adviser representative in CA (CRD 6748729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yosemite Wealth manage?
Yosemite Wealth reports $16.3M across 137 accounts in assets under management.
How do I contact Travis Trettin?
Through Travis's website, yosemitewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Yosemite Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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