Travis Wesley is a CFP-designated registered investment advisor at Summit Wealth Group, based in Portland, OR, with 10 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,117 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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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 works as an Investment Advisor for Financial Investment Team, providing financial planning services. This activity takes nearly all of Travis's time.
Employment History
Current Registrations
Summit Wealth Group
Purshe Kaplan Sterling InvestmentsBroker
Financial Investment Team ("fit")
Previous Registrations
Peak Brokerage Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fisher Investments
State Registrations10 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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