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CFP
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CFP

Travis Tazawa

Fiscal Wisdom Wealth Management LLC
9 Years of Experience
Hilo, HI
Sells Insurance
View SEC Summary
View SEC Summary

Travis Tazawa is a CFP-designated registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Hilo, HI, with 9 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,828 clients with $390M in assets under management.

Fiscal Wisdom Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,828 clients
Average Client Portfolio
$136K average
Assets Under Management
$386.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are calculated as a percentage of assets under management up to a maximum of 2% per year. The minimum annual fee is $1,000, and fees are negotiable.

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

116 Hualalai Street, Suite 201 A, Hilo, HI, 96720

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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 ActivitiesSells Insurance

Travis is involved with Milestone Wealth Management, focusing on insurance sales and wealth management, dedicating full-time hours. He is also the Executive Director at Milestone Coach Advisory Services, LLC, focusing on business planning and insurance sales, also dedicating nearly full-time hours.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Ae Wealth Management, LLC
March 2018 - February 2022 · 3 yrs 11 mos
Claraphi Advisory Network, LLC
August 2017 - March 2018 · 7 mos
Change Path LLC
May 2017 - September 2017 · 4 mos
State Registrations2 states
CAHI
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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