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Travis Maus

13 Years of Experience
Knoxville, TN

Travis Maus is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Knoxville, TN, with 13 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 763 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
763 clients
Average Client Portfolio
$744K average
Assets Under Management
$568.0M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment advisory fees may be as high as 2% per annum, subject to a minimum fee of $2,500. Fees are based on each client's specific scope of work.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2030 Falling Waters Rd, One Falling Water, Suite 180, Knoxville, TN, 37922

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Travis is the Chair of the Board of Directors and a shareholder of Not Quite Right Media Inc, a marketing and digital products company. He spends about 10-20% of his time on duties including organization, strategic planning, and governance.

Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
June 2013 - December 2015 · 2 yrs 6 mos
AXA Advisors, LLC
January 2008 - July 2013 · 5 yrs 6 mos
State Registrations2 states
NYTN
Advisor

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.

Exams
No exam information available for this advisor.
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