Travis Alexander
Travis Alexander is a registered investment advisor at Crux Wealth Advisors, based in Long Beach, CA, with 17 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
111 W. Ocean Blvd, 4th Floor, Long Beach, CA, 90802
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2025Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Travis is a passive investor in rental real estate (434 Delaware RE and Vector Properties) and owns Moore Road LLC. He is also an agent at CRUX insurance agency, owner/proprietor at CRUX Tax Advisors, officer at CTPJ, and partner at LWO, LLC; these activities take a few hours per week.
Employment History
Current Registrations
Crux Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.