Travis D. Frayard
ELEVATION POINT WEALTH PARTNERS | Financial Advisor
Lafayette, LA 70508
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CRD#: 5566308
Professional summary
Travis Demanade Frayard, CFP®, CIMA® is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Lafayette, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Travis has worked at 3 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Philanthropic services
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Elevation Point Wealth Partners. Investment related. At registered location. RIA. Financial Advisor. Start date: 06/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Saw Palmetto LLC. Investment related. 4400 Ambassador Caffery Pkwy, Ste A PMB 240, Lafayette, LA 70508. Real Estate. Member Manager. Start date: 05/2022. 1 hr/month; not during trading hours. Manager of real estate investments. 3. Arecaceae LLC. Not investment related. 732 S 6th Street, Ste R, Las Vegas, NV 89101. Holding Company. Member Manager. Start date: 05/2022. 1 hr/month; not during trading hours. Manager of holding company. 4. Sable Palm, LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 5/2022. 1 Hr/Mo; 0 During Trading Hours. Holding Company for Real Estate. 5. Fixed Insurance. Investment Related. At Reported Location. Fixed Insurance. Agent. 6/2025. 1 Hr/Mo; All During Trading Hours. Provide Insurance Advice to Clients. Pampel, LLC Mr. Frayard is the Owner/Managing Member of Pampel, LLC, located at 2000 Kaliste Saloom Rd, Ste 100, Lafayette, LA 70508. This activity began on June 18, 2025. This LLC was established to receive his income from the advisory business and to hold his ownership share. This activity is considered investment-related. He receives income from his advisory business through this LLC and devotes approximately 5 hours per month to this activity, with 0 hours occurring during securities trading hours. 232-Help Mr. Frayard serves as a Board Member for 232-Help, a non-profit community outreach organization located at 1005 Jefferson St, Lafayette, LA 70501. This activity began on September 26, 2024, and is not investment-related. He devotes less than 1 hour per month, with no time spent during securities trading hours. This is a non-compensated position and he has no ownership interest. Acadiana Symphony Orchestra & Conservatory of Music Mr. Frayard serves as a Board Member for the Acadiana Symphony Orchestra & Conservatory of Music, a non-profit organization located at 412 Travis St, Lafayette, LA 70503. This activity began on June 1, 2025, and is not investment-related. He devotes less than 1 hour per month, with no time spent during securities trading hours. This is a non-compensated position and he has no ownership interest.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Demanade Frayard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
June 18, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508RIA
CRD#: 137068
Lafayette, LA
Current
June 18, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 2000 Kaliste Saloom Rd Suite 100, Lafayette, LA 70508BD
CRD#: 35747
ALBANY, NY
Past
August 15, 2012 - July 17, 2025
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
LAFAYETTE, LA
Past
August 15, 2012 - July 17, 2025
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
LAFAYETTE, LA
Past
June 2, 2009 - November 9, 2011
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW ORLEANS, LA
Past
February 24, 2009 - November 9, 2011
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW ORLEANS, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - (1/3/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/18/2025)
IAR
California(6/18/2025)
RR
Colorado(6/18/2025)
IAR
Colorado(6/18/2025)
RR
Florida(6/18/2025)
RR
Louisiana(6/18/2025)
IAR
Louisiana(7/18/2025)
RR
New York(6/18/2025)
IAR
New York(6/18/2025)
RR
Texas(6/18/2025)
IAR
Texas(6/18/2025)
RR
Virginia(6/18/2025)
IAR
Virginia(6/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - (1/3/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ELEVATION POINT WEALTH PARTNERS, LLC
Financial AdvisorCRD#: 137068Lafayette, LA 70508TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
