Treavor Dodsworth
Sycomore Financial LLC · Fishers, Indiana
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.
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Facts
| Firm | Sycomore Financial LLC |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $14.1M across 180 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IN, TX · CRD 6586733 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sycomorefinancial.com |
How Treavor's firm compares
- Sycomore Financial LLC's average account is about $79,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Treavor
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.
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
- 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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