Travis Brock

CFP®

Financial Fiduciaries

Financial Advisor

Travis Brock

CFP®

Financial Fiduciaries

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Travis Brock, CFP®

Fee-Only financial planner located in Wausau, WI, serving clients locally and across the country

Travis Brock is a Wausau, WI fee-only financial planner. Financial Fiduciaries provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Travis Brock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Travis Brock is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Travis Brock is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Travis Brock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Travis Brock

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Office Locations:

  • 501 3rd Street
    Wausau, WI 54403
  • Satellite Office
    Appleton, WI 54911
  • Satellite Office
    Green Bay, WI 54302
  • Satellite Office
    Eau Claire, WI 54701

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