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Travis Power

15 Years of Experience
Overland Park, KS

Travis Power is a registered investment advisor at Onedigital, based in Overland Park, KS, with 15 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.

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Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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 works full-time at Resources Investment Advisors, Inc. and One Digital Investment Advisors as a registered investment advisor.

Employment History
Current Registrations
Onedigital
August 2012 - Present · 13 yrs 11 mos
Previous Registrations
Bukaty Companies Financial Services
August 2012 - December 2014 · 2 yrs 4 mos
LPL Financial LLCBroker
November 2010 - March 2017 · 6 yrs 4 mos
Nrp Financial, INC.Broker
August 2010 - November 2010 · 3 mos
State Registrations1 state
KS
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.