Travis Wasson
Travis Wasson is a CFP-designated registered investment advisor at Capital Resources and Insurance, INC, based in Huntington Beach, CA, with 21 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 109 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Resources & Insurance, Inc. charges a percentage of the value of your portfolio each year, typically between 0% and 2%, but not exceeding 3%. This fee is paid in advance, in quarterly installments. This does not include custodial fees that may be assessed by the account custodian.
Location
5500 Bolsa Avenue, Suite 145, Huntington Beach, CA, 92649
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is a registered representative and investment advisor representative with OSAIC Wealth, Inc., spending about half his time there. He also owns Capital Resources & Insurance Inc., which includes an insurance general agency, financial advisor practice, investment advisory practice, and OSJ office, dedicating full-time hours to managing it.
Employment History
Current Registrations
Capital Resources and Insurance, INC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Capital Resources & Insurance, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.