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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak valueFocus +more
- Established Date
- 07-11-2019
- Office Locations
- 1
Office Locations
About Kinetix Financial Planning
Kinetix Financial Planning is a Texas-based, fully virtual and paperless RIA providing comprehensive financial planning and investment management, with a specialty in entrepreneurs and business owners. Services include retirement and education planning, cash-flow and business planning, and retirement plan setup, supported by a custom financial dashboard and ongoing cadence of monthly check-ins, quarterly reviews, and annual strategy sessions. Founder Travis Gatzemeier, CFP, has been featured in Forbes and Fox Business.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRAVIS WILLIAM GATZEMEIER
Chief Compliance Officer, Founder
- CRD
- #5894167
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,166,774 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,166,774 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,166,774
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,677,446,836 | 20.8% |
| Public Funds | $3,008,113,797 | 37.3% |
| Cash | $3,379,087,615 | 41.9% |
| Total | $8,064,648,248 | 100.0% |