Travis Penfield
Travis Penfield is a registered investment advisor at 818 Family Office, LLC, based in Austin, TX, with 13 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business ActivitiesSells Insurance
Travis is an Investment Adviser Representative at 49 Wealth Management, LLC, dedicating nearly all of his time to this role. He also works as a Fixed Insurance Sales Agent through 49 Financial, spending about 10-20% of his time on this activity, and is involved in several other ventures, including serving as a board member for CG Victory and Acts of Athletes, CEO of 25 Giving, and owner of Alongside, LLC.
Employment History
Current Registrations
818 Family Office, LLC
Alongside, LLC
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations24 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.