# Treavor Dodsworth

> Treavor Dodsworth is a fee-only financial advisor at Sycomore Financial LLC in Fishers, Indiana, who holds the CFP and CPA credentials. Sycomore Financial LLC reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/treavor-dodsworth/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sycomore Financial LLC
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $14.1M across 180 accounts
- **Credentials:** CFP, CPA
- **CRD:** 6586733 (https://adviserinfo.sec.gov/individual/summary/6586733)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://sycomorefinancial.com

## Frequently asked questions

### Is Treavor Dodsworth a fee-only financial advisor?

Yes. Treavor Dodsworth 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 Treavor's firm.

### How does Treavor charge for financial advice?

Treavor's firm, Sycomore Financial LLC, reports charging fixed fees on its SEC Form ADV.

### Where is Treavor Dodsworth based?

Treavor Dodsworth is based in Fishers, Indiana.

### What credentials does Treavor Dodsworth hold?

Treavor Dodsworth holds the CFP and CPA credentials.

### Is Treavor Dodsworth registered with the SEC?

Yes. Treavor Dodsworth is registered as an investment adviser representative in IN and TX (CRD 6586733), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sycomore Financial LLC manage?

Sycomore Financial LLC reports $14.1M across 180 accounts in assets under management.

### How do I contact Treavor Dodsworth?

Through Treavor's website, sycomorefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/treavor-dodsworth-10757): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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