Strategic Advisers
41yrs
Top advisor by experience in Dawsonville
5yrs
Travis Terzer is a fiduciary financial advisor in Dawsonville, Georgia, with 5 years in the industry. Travis joined Capvisor Associates in 2022, a firm offering selecting outside investment managers and educational workshops. The firm is paid through a percentage of assets and flat fees.
One of 30 advisors with offices in Dawsonville, and one of 28 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeDawsonville, GA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$5.65 million
Advisors at the firm4
States licensed ?1 state
Services through Capvisor Associates
Choosing other investment managersNewsletters and publicationsEducational 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowCapvisor Associates, LLCCurrent firm
Contact Travis
(973) 665-6370Capvisor Associates main office Dawsonville, GAOffice · Get directions Firm websiteHTTP://WWW.CAPVISORASSOCIATES.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Travis
Tailored to Travis’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Travis
How do I contact Travis?
Call Capvisor Associates at (973) 665-6370 and ask for Travis Terzer. Travis works from the Dawsonville, GA office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Travis hold?
Series 65. 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?
Capvisor Associates reports being paid by a percentage of the assets they manage, flat or fixed 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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