Travis Masaichi Tazawa
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Fiscal Wisdom Wealth Management, LLCSep 2024 to now
- Milestone Coach Advisory Services, LLCAug 2015 to now
- Milestone Wealth ManagementAug 2015 to now
- Portsmouth-smartlife Financial Group, LLCFeb 2022 to Sep 2024
- Ae Wealth Management, LLCMar 2018 to Feb 2022
- Claraphi Advisory Network, LLCAug 2017 to Mar 2018
- Change Path, LLCMay 2017 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, HI).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5867568
- Firm CRD
- 168299