Travis Gatzemeier, CFP® Kinetix Financial Planning

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About Travis Gatzemeier, CFP®

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.

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, risk management, 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 made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest.

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 am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

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Recently Published

4 steps to Calculating Estimated Taxes

August 9, 2022

The tax system in the United States is a pay-as-you-go system. In other words, taxes must be paid as income is received throughout the year. Two of the most common ways to pay taxes are: Withholding from a paycheck or other income source Pay estimated quarterly payments For employees who recieve W2 income,  tax payments …

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Financial Planning Basics For Real Estate Investors

July 27, 2022

Financial_planning_real_estateFinancial planning for real estate investors is anything but a passive activity. The income (for most investors) might be considered passive in the eyes of the IRS, but it’s active within a financial plan. Real estate offers investors benefits such as cash flow, equity, appreciation, and tax efficiency. These benefits can be optimized when planned …

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LLC or S Corp for My Business?

April 20, 2022

llc_or_scorpThere’s a common question to address working with entrepreneurs and small business owners: Should I be an LLC or make an S corp election for my business to reduce taxes? We’re going to walk through the framework of this decision with real-life examples, so you can understand if it’s worth pursuing. First, it’s essential to …

LLC or S Corp for My Business? Read More »

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Oil & Gas
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 0.50%

SEC Records

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