Travis Ray is a CFP-designated registered investment advisor at By Design Financial Planning, based in Greensboro, NC, with 3 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
104 Paisley St., Greensboro, NC, 27401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis owns TLR Rentals, LLC, a real estate business, and By Design Consulting Services, LLC, a software consulting firm. He spends about half his time on the consulting business and minimal time on the rental business.
Employment History
Current Registrations
By Design Financial Planning
State Registrations1 state
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