Travis Woods is a CFA, CFP-designated registered investment advisor at Collaborative Advice, based in Madison, MS, with 16 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Billed quarterly in arrears based on average daily balance.
Fee Estimator
Location
Madison, MS
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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 Activities
Travis is the CFO of Maybe Finance, Inc., a business consultant at TBW Enterprises, and a partner at LN Advisory Group LLC and BW2 Capital LLC. These activities take up about 10-20% of Travis's time, except for BW2 Capital LLC, which requires minimal time.
Employment History
Current Registrations
Collaborative Advice
Previous Registrations
Maybe Finance, INC.
Efp Advisors
Purshe Kaplan Sterling InvestmentsBroker
Cs Planning CORP
Stanford Group Company
Stanford Group CompanyBroker
State Registrations3 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.
Exams
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