Find the Certified Financial Planner™
Who's right for you.

Travis W. Soppe, CFP®

Cumbie Advisory Services, Inc.

306 W 7th St
Ste 442
Fort Worth, TX 76102
Phone: (817) 335-1181
Fax: (817) 335-1225

Toll-free: (800) 882-1126

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Insurance
  • Retirement
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.