Journey Advisory Group
44yrs
Top advisor by experience in Covington
10yrs
Travis Smith
Financial advisor at Strategic Advisers
Travis Smith is a fiduciary financial advisor in Covington, Kentucky, with 10 years in the industry. After five years at Fidelity Personal and Workplace Advisors, Travis joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 58% of advisors at Strategic Advisers
Office100 Crosby Parkway, Covington, KY 41015
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Travis
100 Crosby ParkwayCovington, KY 41015Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Strategic Advisers at (617) 563-7000 and ask for Travis Smith. Travis works from the Covington, KY office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2017, about 10 years. More experience than 58% of advisors at Strategic Advisers.
What licenses does Travis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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