Advisor at Babb Wealth Advisors 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
Babb Wealth Advisors LLC
Location
Flagstaff, AZ 86001
Credentials
CFP®, Series 66
Industry experience
17 years
Travis Babb is a CFP® with 17 years of industry experience and is the principal advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. He has previously worked at Broker Dealer Financial Services and Desert Equity Lending, and he is also an owner and licensed insurance producer with Babb Financial Group, LLC. Babb Wealth Advisors LLC provides financial planning and portfolio management to individuals, corporations, charitable organizations, and retirement plans. The firm follows a passive, diversified, factor-based investment approach, emphasizing long-term strategies and using Investment Policy Statements tailored to client risk tolerance.
Based on Babb Wealth Advisors LLC
Based on Babb Wealth Advisors LLC
$0 - $250,000: $2,500 fixed annual fee $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Minimum fee: $2,500 annually for assets $0 - $250,000 Fee-only: Fees are asset-based, no commissions charged by BWA. Fees are negotiable.
19 W. Aspen Avenue
Flagstaff, AZ 86001
Arizona · Texas
Babb Wealth Advisors, LLC
2018 - Present (8 years)
Broker Dealer Financial Services
2014 - 2018 (4 years)
Desert Equity Lending
2013 - 2019 (6 years)
Babb Financial
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63
Flagstaff, AZ
Aspen Trail Wealth Management, LLC
CFP®, ChFC®, Series 63, Series 65
Flagstaff, AZ
Dwyer Financial, LLC
Series 65
Flagstaff, AZ
Dwyer Financial, LLC
Series 63, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
CFP®, Series 63, Series 65
Flagstaff, AZ
Heffernan Advisory, Inc.
CFP®, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
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