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

  • 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

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Office Locations:

  • 2324 Gatwick Ct.
    Flower Mound, TX 75028

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