Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
5yrs
Travis Grasser
Financial advisor at RBF Wealth Advisors
Travis Grasser is a fiduciary financial advisor in St, Louis, Missouri, with 5 years in the industry. Travis joined RBF Wealth Advisors in 2022, a firm offering financial planning and investment management. RBF Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 5285 advisors with offices in St, Louis, and one of 4886 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office680 Craig Road Suite 201, St, Louis, MO 63141
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$539,930
Advisors at the firm12
States licensed ?1 state
Services through RBF Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 66Uniform Combined State Law Examination
Career
- 2022 – nowRBF Wealth AdvisorsCurrent firm
Questions to ask Travis
Tailored to Travis’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 RBF Wealth Advisors at 314-997-1652 and ask for Travis Grasser. Travis works from the St, Louis, MO 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 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?
RBF Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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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