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Travis Allen (CFA, CFP®, RICP®)

Travis Allen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Travis Allen is an Ankeny, IA fee-only financial planner. Custom Wealth Planners 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 Allen is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Additional Information

Travis got his start in the Wealth Management industry in 2007. He spent the early part of his career managing investment portfolios for high-net-worth individuals and institutions before transitioning to a more holistic planning and investment focus. This background allows him to apply institutional-level investment principles to the more practical needs of the individuals and families we serve. Travis graduated from Iowa State University with a Bachelor’s Degree in Finance. He also received his Master of Business Administration (MBA) from the University of Iowa. He holds the Chartered Financial Analyst (CFA®) designation, is a Retirement Income Certified Professional (RICP®), and Certified Financial Planner (CFP®). He is also a member of NAPFA, XY Planning Network, and FeeOnlyNetwork.com He resides in Ankeny with his wife Shelby and two children, Max and Finley. In his free time, he enjoys running, watching football, and attending concerts.

NAPFA Start Date

July 14, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1680 SW Ankeny Road Suite 1A Unit #6 Ankeny, IA 50023 Phone: (515) 480-2257
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