# Traction Financial Partners

> Traction Financial Partners is an SEC-registered investment advisory firm in Encampment, WY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 315215
- Filed as: TRACTION FINANCIAL PARTNERS
- Legal name: Traction Financial Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Encampment, WY
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315215
- AdvisorCensus page: https://advisorcensus.com/firm/traction-financial-partners-encampment-wy-315215

## Quick answers

**How is Traction Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Traction Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Traction Financial Partners charge?**
Its Form ADV Part 2A brochure dated July 22, 2026 states: Flat fee: $3,000 to $25,000 (fixed financial planning fees); Hourly rate: $350 an hour (financial planning); Flat fee: $1,000 to $100,000 (Retirement Plan Advisory Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Traction Financial Partners located?**
Traction Financial Partners' principal office is in Encampment, WY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Traction Financial Partners registered with the SEC or a state?**
Traction Financial Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315215.

**How much does Traction Financial Partners manage?**
Traction Financial Partners reports $288,400,046 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**How have Traction Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Traction Financial Partners: Regulatory assets under management: $124,636,861 in the October 2022 data and $288,400,046 in the October 2026 data, up 131%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Traction Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (198); individuals (other than high net worth individuals) (128); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Traction Financial Partners use?**
Traction Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Traction Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315215

**Does Traction Financial Partners state an account minimum?**
Its Form ADV Part 2A brochure dated July 22, 2026 says: "We impose a $300,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm."

**What changed in Traction Financial Partners' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> We impose a $300,000 minimum account value to initiate our Firm’s advisory and money management services, however, this may be waived as deemed appropriate by the Firm.

- Flat fee: $3,000 to $25,000 (fixed financial planning fees)

> Financial Planning fees may be fixed or hourly. The fixed fee s range from $3,000 to $25,000. Hourly fees are $ 350/hour.

- Hourly rate: $350 an hour (financial planning)

> Hourly fees are $ 350/hour. Clients seeking an update to their financial plan outside of the 12 -month period

- Flat fee: $1,000 to $100,000 (Retirement Plan Advisory Services)

> Plan Sponsors may elect to be billed a flat dollar fixed fee. Fixed fees range from $1,000 to $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $288,400,046
- Discretionary: $288,400,046
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $19,980,132 |
| High net worth individuals | 198 | $252,439,438 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,530,742 |
| Charitable organizations | Fewer than 5 | $2,928,327 |
| Corporations or other businesses not listed above | 5 | $10,521,407 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, IL, MO, NE, NH, OR, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Littleton, CO

### Websites listed on Form ADV (Item 1.I)
- tractionfp.com
- Facebook @tractionfp
- Instagram @tractionfp
- LinkedIn @traction-fp
- YouTube @UCoBn0ApDJ22U_H_yimqqDmg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 4 | September 9, 2021 |
| October 2022 | $124,636,861 | 7 | September 19, 2022 |
| October 2023 | $140,971,491 | 7 | January 26, 2023 |
| October 2024 | $238,489,119 | 11 | August 8, 2024 |
| October 2025 | $262,778,783 | 7 | March 11, 2025 |
| October 2026 | $288,400,046 | 9 | July 22, 2026 |

Regulatory assets under management: $124,636,861 in the October 2022 data and $288,400,046 in the October 2026 data, up 131%.
Total employees: 4 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Traction Financial Partners (CRD 315215): Form ADV filing data as of October 2026.