- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Appleton, WI 54911
Green Bay, WI 54302
Eau Claire, WI 54701
Wausau, WI 54403
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Travis Brock is a Fee-Only Fiduciary Financial Advisor and Planner in Wausau, WI with satellite offices in Green Bay, Eau Claire, and Appleton, WI. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting. Financial Fiduciaries specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
Travis Brock manages all aspects of client accounts and relationships at Financial Fiduciaries, LLC.
After working for a similar fee-only firm in southern Wisconsin for five years, Travis joined Financial Fiduciaries in 2012. His experience in administration, financial planning, and overall client management is a great asset to our diverse team.
Travis earned a Bachelor of Science degree, majoring in finance, from the University of Wisconsin-La Crosse and also holds his Series 65 securities license. In addition, Travis has completed the stringent requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ Professional.
Travis enjoys baseball, golf, hiking, and spending time outdoors with his family.
Fiduciaries are different from other financial advisors structurally, philosophically and legally. There are a multitude of advisors ready to offer financial advice and manage your investments—brokers, investment managers, life insurance agents, Certified Financial Planners. But only fiduciary advisors like Financial Fiduciaries work solely in your best interests.
That’s because the fee you pay Financial Fiduciaries for financial planning and management is our only compensation. We do not receive any compensation from financial products—no commissions, no transaction fees, no bonuses, no free travel or other non-cash gifts, nothing that could potentially compromise our recommendations. That means we actively seek to avoid conflicts of interest. That’s the fiduciary advantage. Compare for yourself.
The difference is even recognized in Federal law. Whereas brokers are required to merely to recommend investments that are “suitable” for the client, fiduciaries must act only in the client's best interests, which is a much higher standard.
Check out this great whitepaper - Key Principles for Fiduciary Best Practices and an Emerging Profession- for more input on why the Fiduciary Standard is so important!