Travis Bomgardner is a registered investment advisor at Tschetter Group, based in Bellevue, WA, with 20 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 451 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tschetter Group's maximum annual fee for comprehensive portfolio management will not exceed 1.50%. Fees are negotiable and billed monthly in advance. They also manage a private fund, TG Private Market Opportunities Fund LP, with a management fee of 0.75% annually of the capital account balance, payable quarterly in advance. The fund also pays an administrative fee of 0.25% annually, subject to a quarterly minimum of $9,000.
Location
2155 112th Ave Ne, Bellevue, WA, 98004
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Regulatory History (1)
Judgment / Lien
December 2025Other Business ActivitiesSells Insurance
Travis is an Advisor & Chief Business Development Officer at Tschetter Group, dedicating nearly full-time hours to this role. He also works as an independent insurance agent, providing insurance advice and dedicating a few hours per week.
Employment History
Current Registrations
Tschetter Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transamerica Capital, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.