Advisor at Intelligence Driven Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Intelligence Driven Advisers, LLC
Location
Granbury, TX
Credentials
Series 63, Series 65
Industry experience
33 years
Based on Intelligence Driven Advisers, LLC
Based on Intelligence Driven Advisers, LLC
Fixed financial planning and consulting fees generally range from $2,500 to $10,000; retirement plan services often charged as flat fee.
Tiered advisory fees resulting in blended rate, maximum annual advisory fee of 1.00% of AUM (1.25% maximum in certain affiliated service arrangements)
Commissions received from insurance product sales through affiliated insurance agency and from variable annuities via Halo Investing; these are separate from advisory fees.
Hourly financial planning and consulting fees range from $175 to $675 per hour.
Account minimum: $10,000 annual advisory fee minimum (equivalent to $2,500 per quarter) Minimum fee: Minimum fee of $2,500 per quarter ($10,000 annually) for investment management services; minimum fee of $1,250 per quarter ($5,000 annually) for retirement plan services. Minimum fees may be waived or reduced at the Firm's discretion.
Granbury, TX
California · Texas
Intelligence Driven Advisers, LLC
2018 - Present (8 years)
International Assets Advisory
2014 - Present (12 years)
Labrum Wealth Management, Llc
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Granbury, TX
H Cubed Financial Solutions
CFP®
Granbury, TX
Kinetix Financial Planning
I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!
Series 63, Series 65
Granbury, TX
Berry Wealth Group
CFP®, Series 63
Granbury, TX
Berry Wealth Group
Series 63, Series 66
Granbury, TX
Signal Securities, Inc.
Series 63, Series 65
Granbury, TX
Portfolio Medics, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")