Travis Gatzemeier
CFP®
Kinetix Financial Planning
Founder & Financial Planner
Travis Gatzemeier
CFP®
Kinetix Financial Planning
Founder & Financial Planner
As a fee-only financial planner, my focus is to empower clients to create and grow wealth while finding a financial balance to enjoy today and save for tomorrow. - Travis Gatzemeier, CFP®
Fee-Only financial planner located in Flower Mound, TX, serving clients locally and as a virtual practice throughout the country

Travis Gatzemeier is a Flower Mound, TX fee-only financial planner and founder of Kinetix Financial Planning where he specializes in financial planning and investment management for generation X/Y professionals, small businesses, and outdoor enthusiasts.
I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ Professional and the founder of Kinetix Financial Planning. I started Kinetix because I believe objective financial advice should be accessible to any professional who wants to create and build wealth. I focus on helping my clients use money as a financial tool where they can enjoy today and save for tomorrow.
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, trading, risk management, derivatives, 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 knew if I wanted to give clients objective advice and operate as a fiduciary, I needed to be a fee-only financial planner. I then obtained my CFP® Designation and used my entrepreneurial vision to create Kinetix Financial Planning!
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 support the local professional sports teams and an avid outdoorsman - hunting, fishing, hiking, skiing, and everything in between.
Kinetix Financial Planning is a Registered Investment Advisor of Texas and serving clients throughout the country – The mission of Kinetix Financial Planning is to provide authentic financial advice so our clients can create and grow wealth while building financial confidence. Kinetix prides itself on being fee-only, fiduciary financial planning firm focusing on gen XY professionals, small businesses, and outdoor enthusiasts. We are breaking down the barriers of traditional finance by providing real financial advice
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Comprehensive Financial Planning
- College Education Planning
- Debt Management
- Cash Flow Optimization
- Budgeting
- Retirement Planning
- Risk Management
Ideal Clients
- Young Professionals
- Generation X/Y Professionals
- Outdoor Enthusiasts
- Small Businesses
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Millennial's
- Baby Boomers
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Travis Gatzemeier 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.
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Travis Gatzemeier is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Travis Gatzemeier is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Travis Gatzemeier is Quoted on Business Insider: "Financial advisors say it's not too late to invest in Bitcoin, but there are a few things you must do with your money first"
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Travis Gatzemeier is Quoted in ThinkAdvisor: "Advising Clients on IRA Contributions After Age 70½"
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Travis Gatzemeier is Quoted in ThinkAdvisor: "Gifting Stock to Family Members: What to Know "
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Travis Gatzemeier is Quoted on NextAdvisor: "10 Questions to Ask When Buying a House"
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Travis Gatzemeier is Quoted on The Balance: "How to Invest in 2021"
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Travis Gatzemeier is Quoted in Forbes: "How To Have Others Help You Save For College"
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Travis Gatzemeier is Quoted in Forbes: "What To Do When Your Emergency Fund Runs Out"
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Travis Gatzemeier is Quoted in Forbes: "Are Free Robo-Advisors The Next Investing Price War?"
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Travis Gatzemeier is Quoted on Fox Business: "Pay off student loans or invest? Here's how you can decide"
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Travis Gatzemeier is Quoted in US News and World Report: "Why Investors Could Add Some Active Investing to a Portfolio"
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Travis Gatzemeier is Quoted on Money: "The Bear Market Means Tough Choices for Retirees. Here Are Your Best Moves"
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Travis Gatzemeier is Quoted in Investor's Business Daily: "For Financial Advisors, Social Media Needs To Be Part Of Their Portfolio"
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Travis Gatzemeier is Quoted in ThinkAdvisor: "Advisors’ Advice: What Does the Secure Act Really Mean for Clients?"
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Travis Gatzemeier is Quoted in InvestmentNews: "Advisers expect more Roth conversions under SECURE Act"
Contact Travis Gatzemeier
Office Locations:
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2324 Gatwick Ct.
Flower Mound, TX 75028