Travis Gatzemeier

CFP®

Kinetix Financial Planning

Founder & Financial Planner

Contact Me

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®

Contact Me

940-220-9904

Website

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

  • Certified Financial Planner (CFP)
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

Contact Travis Gatzemeier

940-220-9904

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Office Locations:

  • 2324 Gatwick Ct.
    Flower Mound, TX 75028

Kinetix Financial Planning LLC (“KFP”) is a registered investment advisor offering
advisory services in the State(s) of Texas and in other jurisdictions where exempted.
Registration does not imply a certain level of skill or training. The presence of this website on
the Internet shall not be directly or indirectly interpreted as a solicitation of investment
advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by KFP in the
rendering of personalized investment advice for compensation shall not be made without our
first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein
are solely those of KFP, unless otherwise specifically cited. Material presented is believed to
be from reliable sources and no representations are made by our firm as to other parties’
informational accuracy or completeness. All information or ideas provided should be
discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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