Travis Ray, CFP® By Design Financial Planning
- 101 S. Elm St. Ste. 76, Greensboro, NC 27401
- (336) 265-7358
- http://www.bydesignfp.com/
About Travis Ray, CFP®
Travis has built a career around helping others and has spent more than a decade consulting other financial advisors how to leverage financial technology to better serve their clients. Wanting to give back to his community, and to develop deeper relationships with the clients he serves, his focus is mid-career professionals, small business owners, and real estate professionals that could benefit from the financial clarity gained with an active engagement in financial planning.
As a Greensboro native, he loves his city and made the decision with his wife, Laura, that it would be the perfect place to raise their family. In addition to Laura, Travis shares his life with his two sons, Andrew and Grayson. He prides himself on being present with his wife and kids and cherishing the sound of little feet while he still can.
When on his own, he enjoys trail running, whitewater kayaking, putting off gardening tasks, foosball, and watching his two sons grow-up faster than he wants.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Family Financial Planning
- Gen Y/Millennials
- Real Estate Professionals
- Self-Employed Individuals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Quarterly Fee: $600+/qtr
- Assets Under Management: 0.85%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
