Travis Eugene Hughes
Advisor at Downshift Financial — Boulder, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, EA
Experience Industry experience
5 years
Location
Boulder, CO
Downshift Financial
Supported
Total advisors
3Clients per advisor
27 LowAvg AUM per client
$2,650,000 Very HighHNW client ratio
100% Very HighI graduated from Texas A&M’s Mays Business School in 2008 (perfect timing for a job hunt!) and quickly discovered a passion for investing. During my eight years working in real estate, I devoured everything I could find on investing and personal finance. This led to the realization – far too slowly, my wife points out – that my true passion is helping others craft their best lives through real financial planning. Appalled by the status quo within the industry, and determined to serve families the way they truly deserve, I set out to found Downshift Financial with Eddie.
We founded Downshift Financial to deliver real financial planning to regular people through a service model that actually makes sense: Flat quarterly fees. No commissions. No sales pressure. No BS.
Our goal is to help clients maximize their lifetime fulfillment through financial independence. Often, that means working less to free up time for family and hobbies.
Based on Downshift Financial
$2000
Boulder, CO
Boulder CO
Advisors at this office
3
California · Colorado · Texas · Virginia
5 years of industry experience
Downshift Financial, LLC
2021 - Present • 5 years
Broomfield, CO
TVM Planning
2019 - 2021 • 2 years
Broomfield, CO
Edward Jones
2018 - 2019 • 1 year
Tampa, FL
NRT LLC dba Property Frameworks
2016 - 2018 • 2 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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