Travis Gatzemeier

Advisor at Kinetix Financial Planning

Updated today
Kinetix Financial Planning logo

Firm

Kinetix Financial Planning

Location

Granbury, TX

Credentials

CFP®

Industry experience

12 years

About

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!

Client services

Based on Kinetix Financial Planning

Financial planning Portfolio management Pension consulting Tax preparation services

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses

Occupation focus

Oil & Gas

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM

0.50%

Flat

$500+/engagement

Hourly

$200+/hr

Monthly

$125+/mo

Location

Granbury, TX

Most active in

Texas

Work history

Kinetix Financial Planning, LLC

2019 - Present (7 years)

Guardian Financial Management

2018 - 2019 (1 year)

Olam International

2016 - 2018 (2 years)

TD ameritrade

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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