Traction Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$272,419,570
Clients
326
Advisors
7
across 2 offices
About
Traction Financial Partners works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, foundations and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement plan advisory and consulting, and coordinates estate‑planning document creation using a third‑party platform (Snug); it also may allocate portions of portfolios to sub‑advisors or LPL‑sponsored advisory programs.
The firm describes a core‑satellite investment approach, typically placing a strategic core (70–80%) in ETFs and using a tactical satellite (20–30%) for shorter‑term views via ETFs, mutual funds, structured notes and individual securities, with account rebalancing on a quarterly to annual basis. Traction builds individualized investment plans through client interviews that assess objectives, time horizon, tax considerations and risk tolerance, and it coordinates with outside professionals such as CPAs and estate attorneys as part of ongoing supervision and periodic reviews.
Distinctive features noted in the brochure include a focus on client education and retirement‑plan participant workshops — the firm discloses providing enrollment and generic educational services for plan participants and attending sponsor‑hosted due‑diligence or training events — and the use of the Snug platform to assist clients with estate document creation. The firm’s public materials and cover disclosures point clients to third‑party sources (including its SEC/IARD listing and its website) and it openly discloses relationships with LPL Financial (including program participation and transition assistance) as part of its operational and marketing arrangements.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $3,000 to $25,000; estate planning via Snug platform fees $150-$400
$0+: Negotiable, maximum advisory fee 1.35% annually, fees may vary based on account size, complexity and other factors $50,000+: Manager Access Select Program - maximum 2.00% $25,000+: Model Wealth Portfolios Program - maximum 2.00% $250,000+: Personal Wealth Portfolios Program - maximum 2.00% N/A+: Retirement Plan Advisory Services maximum advisory fee of 0.75% annually; fixed fees from $1,000 to $100,000
Commission-based compensation received by IARs in their capacity as registered representatives of LPL Financial and insurance agents
Financial Planning and Consulting hourly rate: $350/hour
Account minimum: $300,000 (may be waived) Minimum fee: Retirement Plan Advisory Services minimum fee of $1,000 annually Fee-only: Financial Planning fees range from $3,000 to $25,000 fixed; hourly fees $350/hour; consulting services hourly $350/hour; estate planning coordination $350/hour plus Snug platform fees ($150 to $400)
Main office
See office168 County Road 648
Encampment WY 82325-1028
Advisors at this office
1
Offices (2)
Most active in
Arizona · Colorado · Florida · Illinois · Missouri · Nebraska · New Hampshire · Oregon · Texas · Wyoming
Also doing business as
Traction Financial Partners · Traction Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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