Advisor at Elevation Point Wealth Partners, LLC
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Firm
Elevation Point Wealth Partners, LLC
Location
Denver, CO 80203
Credentials
CFP®, Series 66
Industry experience
16 years
Travis Frayard is a CFP® professional with 16 years of industry experience. He is currently a financial advisor at Elevation Point Wealth Partners, LLC, having previously worked at UBS Financial Services Inc. for 13 years. Outside of his advisory role, he serves as a board member for the non-profit organizations 232-Help and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
$500 to over $100,000 on a project basis
$65-$500 per hour
Account minimum: $100,000
1580 Lincoln Street, Suite 680
Denver, CO 80203
California · Colorado · Louisiana · New York · Texas · Virginia
Purshe Kaplan Sterling Investments
2025 - Present (1 year)
Elevation Point Wealth Partners, LLC
2025 - Present (1 year)
UBS Financial Services
2012 - 2025 (13 years)
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Other specialized services
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